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 | $2,324 | $45,863-94.9% | $77,024-97.0% | $68,494-96.6% |
| Participation rate | 93.1% | 55.9%+37.2pp | 67.9%+25.2pp | 67.9%+25.2pp |
| Annual return | -17.23% | 1.72%-18.9pp | 42.32%-59.5pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,265 | $2,962-57.3% | $4,426-71.4% | $4,027-68.6% |
| Admin fee / account holder | $110 | $3,041-96.4% | $5,425-98.0% | $5,403-98.0% |