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 4-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 | $5,989 | $100,970-94.1% | $96,576-93.8% | $137,256-95.6% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | 27.68% | 38.16%-10.5pp | 38.47%-10.8pp | 220.34%-192.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,676 | $8,286-43.6% | $7,956-41.2% | $6,407-27.0% |
| Admin fee / account holder | $110 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |