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 4-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 | $2,466 | $54,350-95.5% | $82,719-97.0% | $68,494-96.4% |
| Participation rate | 70.3% | 63.9%+6.4pp | 72.6%-2.3pp | 67.9%+2.4pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $212 | $2,218-90.4% | $3,009-93.0% | $2,596-91.8% |
| Participant deferral / active EE | $1,531 | $3,246-52.8% | $4,395-65.2% | $4,027-62.0% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |