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 7-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 | $3,958 | $68,719-94.2% | $91,541-95.7% | $84,808-95.3% |
| Participation rate | 70.7% | 64.5%+6.2pp | 69.8%+1.0pp | 68.3%+2.4pp |
| Annual return | 17.83% | 19.12%-1.3pp | 20.50%-2.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,693 | $3,136-46.0% | $4,008-57.7% | $4,212-59.8% |
| Admin fee / account holder | $58 | $5,786-99.0% | $6,956-99.2% | $7,344-99.2% |