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 8-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 | $7,831 | $531,693-98.5% | $94,285-91.7% | $531,693-98.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 93.1%+6.9pp | 85.7%+14.3pp |
| Annual return | -16.85% | -13.27%-3.6pp | -24.54%+7.7pp | -13.27%-3.6pp |
| Employer contribution / active EE | $557 | $26,843-97.9% | $4,545-87.7% | $26,843-97.9% |
| Participant deferral / active EE | $0 | $7,797-100.0% | $5,340-100.0% | $7,797-100.0% |
| Admin fee / account holder | $94 | $75,116-99.9% | $1,383-93.2% | $75,116-99.9% |