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 | $6,012 | $69,010-91.3% | $159,960-96.2% | $68,494-91.2% |
| Participation rate | 85.7% | 65.4%+20.3pp | 78.0%+7.8pp | 67.9%+17.8pp |
| Annual return | -15.72% | -9.65%-6.1pp | 408.60%-424.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,915 | $4,212-7.1% | $6,182-36.7% | $4,027-2.8% |
| Admin fee / account holder | $191 | $4,798-96.0% | $8,698-97.8% | $5,403-96.5% |