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 | $6,671 | $53,162-87.5% | $91,220-92.7% | $68,494-90.3% |
| Participation rate | 80.0% | 63.2%+16.8pp | 73.2%+6.8pp | 67.9%+12.1pp |
| Annual return | -17.65% | -3.14%-14.5pp | 114.01%-131.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,266 | $2,974-23.8% | $4,234-46.5% | $4,027-43.7% |
| Admin fee / account holder | $168 | $4,493-96.3% | $5,420-96.9% | $5,403-96.9% |