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 5-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 | $40,339 | $138,347-70.8% | $184,203-78.1% | $80,856-50.1% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.6%+18.1pp |
| Annual return | 19.08% | 20.02%-0.9pp | 28.81%-9.7pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,399 | $4,850-71.2% | $6,427-78.2% | $2,755-49.2% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $196 | $10,483-98.1% | $13,901-98.6% | $6,918-97.2% |