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 | $5,080 | $69,010-92.6% | $159,960-96.8% | $68,494-92.6% |
| Participation rate | 93.1% | 65.4%+27.7pp | 78.0%+15.2pp | 67.9%+25.2pp |
| Annual return | 0.00% | -9.65%+9.6pp | 408.60%-408.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,628 | $4,212+33.6% | $6,182-9.0% | $4,027+39.8% |
| Admin fee / account holder | $195 | $4,798-95.9% | $8,698-97.8% | $5,403-96.4% |