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 5-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 | $30,219 | $95,803-68.5% | $113,168-73.3% | $84,808-64.4% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.7pp |
| Annual return | 19.20% | 25.00%-5.8pp | 24.27%-5.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $599 | $2,360-74.6% | $2,975-79.9% | $2,631-77.2% |
| Participant deferral / active EE | $4,453 | $4,242+5.0% | $5,107-12.8% | $4,212+5.7% |
| Admin fee / account holder | $234 | $8,989-97.4% | $12,068-98.1% | $7,344-96.8% |