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 9-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 | $2,149 | $77,813-97.2% | $123,544-98.3% | $64,186-96.7% |
| Participation rate | 86.7% | 74.7%+12.0pp | 82.3%+4.4pp | 69.6%+17.1pp |
| Annual return | 1.46% | 12.48%-11.0pp | 119.20%-117.7pp | 7.63%-6.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,384 | $5,240-54.5% | $6,426-62.9% | $3,470-31.3% |
| Admin fee / account holder | $146 | $5,519-97.4% | $9,284-98.4% | $4,888-97.0% |