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 | $8,794 | $72,492-87.9% | $87,100-89.9% | $72,985-88.0% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.9%+4.6pp | 69.5%+12.0pp |
| Annual return | 21.63% | 24.46%-2.8pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,697 | $3,270-17.5% | $4,049-33.4% | $3,607-25.2% |
| Admin fee / account holder | $209 | $5,055-95.9% | $7,497-97.2% | $5,124-95.9% |