See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $936 | $27,641-96.6% | $61,373-98.5% | $68,494-98.6% |
| Participation rate | 91.9% | 39.5%+52.4pp | 52.6%+39.3pp | 67.9%+24.0pp |
| Annual return | -15.79% | -13.24%-2.6pp | 338.61%-354.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $394 | $1,263-68.8% | $2,125-81.4% | $4,027-90.2% |
| Admin fee / account holder | $141 | $2,010-93.0% | $2,130-93.4% | $5,403-97.4% |