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 | $4,404 | $57,828-92.4% | $117,039-96.2% | $70,131-93.7% |
| Participation rate | 88.8% | 67.1%+21.6pp | 77.2%+11.6pp | 69.5%+19.2pp |
| Annual return | 14.38% | 17.55%-3.2pp | 18.95%-4.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,225 | $2,438-8.7% | $3,929-43.4% | $3,332-33.2% |
| Admin fee / account holder | $200 | $3,548-94.4% | $5,974-96.7% | $4,645-95.7% |