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 7-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 | $5,526 | $92,703-94.0% | $82,719-93.3% | $134,475-95.9% |
| Participation rate | 95.7% | 75.2%+20.5pp | 72.6%+23.1pp | 81.2%+14.4pp |
| Annual return | -15.54% | 944.92%-960.5pp | 701.18%-716.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,283 | $4,802-73.3% | $4,395-70.8% | $6,400-80.0% |
| Admin fee / account holder | $110 | $5,983-98.2% | $5,329-97.9% | $11,426-99.0% |