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 | $8,233 | $82,664-90.0% | $125,339-93.4% | $68,494-88.0% |
| Participation rate | 84.4% | 75.0%+9.4pp | 82.4%+2.1pp | 67.9%+16.6pp |
| Annual return | 83.71% | -5.97%+89.7pp | 572.05%-488.3pp | -7.84%+91.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,014 | $6,110-1.6% | $7,446-19.2% | $4,027+49.3% |
| Admin fee / account holder | $73 | $6,275-98.8% | $10,010-99.3% | $5,403-98.6% |