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 | $7,824 | $47,848-83.6% | $81,478-90.4% | $70,131-88.8% |
| Participation rate | 82.8% | 58.3%+24.5pp | 68.0%+14.8pp | 69.5%+13.2pp |
| Annual return | 13.65% | 27.25%-13.6pp | 38.78%-25.1pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,094 | $2,453-14.6% | $3,537-40.8% | $3,332-37.2% |
| Admin fee / account holder | $201 | $3,145-93.6% | $4,561-95.6% | $4,645-95.7% |