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 3-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 | $6,172 | $140,940-95.6% | $112,229-94.5% | $139,434-95.6% |
| Participation rate | 85.0% | 79.2%+5.8pp | 72.4%+12.6pp | 80.3%+4.7pp |
| Annual return | 39.00% | 32.71%+6.3pp | 30.20%+8.8pp | 372.94%-333.9pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,625 | $5,874-38.3% | $4,798-24.4% | $6,710-46.0% |
| Admin fee / account holder | $14 | $9,954-99.9% | $7,748-99.8% | $11,403-99.9% |