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 | $7,836 | $73,867-89.4% | $143,757-94.5% | $68,494-88.6% |
| Participation rate | 94.5% | 66.7%+27.9pp | 80.3%+14.2pp | 67.9%+26.7pp |
| Annual return | -12.63% | 1.01%-13.6pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $98 | $3,184-96.9% | $4,951-98.0% | $2,596-96.2% |
| Participant deferral / active EE | $1,479 | $3,384-56.3% | $5,637-73.8% | $4,027-63.3% |
| Admin fee / account holder | $235 | $5,755-95.9% | $14,673-98.4% | $5,403-95.7% |