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 | $17,694 | $60,349-70.7% | $74,183-76.1% | $62,891-71.9% |
| Participation rate | 79.5% | 72.7%+6.8pp | 76.6%+2.9pp | 69.3%+10.2pp |
| Annual return | 15.21% | 21.37%-6.2pp | 17.74%-2.5pp | 20.14%-4.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,657 | $2,856-7.0% | $3,550-25.1% | $3,203-17.0% |
| Admin fee / account holder | $269 | $4,261-93.7% | $5,586-95.2% | $4,296-93.7% |