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 | $17,386 | $61,660-71.8% | $80,019-78.3% | $64,186-72.9% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | -5.85% | -0.33%-5.5pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $198 | $1,810-89.1% | $2,468-92.0% | $2,381-91.7% |
| Participant deferral / active EE | $1,472 | $2,968-50.4% | $3,686-60.1% | $3,470-57.6% |
| Admin fee / account holder | $119 | $5,417-97.8% | $6,521-98.2% | $4,888-97.6% |