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 | $3,643 | $133,958-97.3% | $112,228-96.8% | $134,475-97.3% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -9.03% | 47.11%-56.1pp | 27.45%-36.5pp | 417.96%-427.0pp |
| Employer contribution / active EE | $371 | $4,038-90.8% | $3,635-89.8% | $4,740-92.2% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $65 | $7,489-99.1% | $6,410-99.0% | $11,426-99.4% |