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 | $4,959 | $133,958-96.3% | $112,228-95.6% | $134,475-96.3% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -15.24% | 47.11%-62.4pp | 27.45%-42.7pp | 417.96%-433.2pp |
| Employer contribution / active EE | $618 | $4,038-84.7% | $3,635-83.0% | $4,740-87.0% |
| Participant deferral / active EE | $3,208 | $5,291-39.4% | $4,728-32.2% | $6,400-49.9% |
| Admin fee / account holder | $45 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |