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 | $5,824 | $76,552-92.4% | $123,892-95.3% | $62,891-90.7% |
| Participation rate | 82.6% | 73.0%+9.6pp | 81.4%+1.2pp | 69.3%+13.3pp |
| Annual return | 19.52% | 18.68%+0.8pp | 47.52%-28.0pp | 20.14%-0.6pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,570 | $4,840-26.2% | $5,984-40.3% | $3,203+11.5% |
| Admin fee / account holder | $48 | $4,826-99.0% | $8,357-99.4% | $4,296-98.9% |