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 | $13,726 | $82,664-83.4% | $125,339-89.0% | $68,494-80.0% |
| Participation rate | 86.7% | 75.0%+11.7pp | 82.4%+4.4pp | 67.9%+18.8pp |
| Annual return | 132.11% | -5.97%+138.1pp | 572.05%-439.9pp | -7.84%+140.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,525 | $6,110+39.5% | $7,446+14.5% | $4,027+111.7% |
| Admin fee / account holder | $210 | $6,275-96.6% | $10,010-97.9% | $5,403-96.1% |