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 | $8,227 | $71,050-88.4% | $93,606-91.2% | $80,856-89.8% |
| Participation rate | 70.6% | 60.4%+10.2pp | 68.7%+1.9pp | 67.6%+3.0pp |
| Annual return | 16.40% | 11.26%+5.1pp | 133.20%-116.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $220 | $1,564-86.0% | $2,420-90.9% | $2,755-92.0% |
| Participant deferral / active EE | $2,649 | $4,034-34.3% | $4,411-40.0% | $4,296-38.3% |
| Admin fee / account holder | $64 | $6,945-99.1% | $8,285-99.2% | $6,918-99.1% |