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 8-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 | $10,257 | $63,355-83.8% | $91,989-88.9% | $72,985-85.9% |
| Participation rate | 83.8% | 72.5%+11.3pp | 78.6%+5.2pp | 69.5%+14.3pp |
| Annual return | 64.83% | 35.35%+29.5pp | 69.02%-4.2pp | 81.00%-16.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,530 | $4,883-7.2% | $5,923-23.5% | $3,607+25.6% |
| Admin fee / account holder | $197 | $4,668-95.8% | $7,743-97.5% | $5,124-96.1% |