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 10-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 | $33,193 | $45,108-26.4% | $436,953-92.4% | $105,125-68.4% |
| Participation rate | 100.0% | 41.3%+58.7pp | 44.2%+55.8pp | 14.6%+85.4pp |
| Annual return | -6.14% | -2.89%-3.2pp | -102.03%+95.9pp | 10.56%-16.7pp |
| Employer contribution / active EE | $2,450 | $14,715-83.3% | $36,229-93.2% | $13,643-82.0% |
| Participant deferral / active EE | $1,666 | $46+3537.4% | $48+3386.5% | $62+2581.5% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |