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 6-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 | $3,423 | $64,324-94.7% | $118,925-97.1% | $79,858-95.7% |
| Participation rate | 77.5% | 64.9%+12.6pp | 75.4%+2.1pp | 69.6%+7.9pp |
| Annual return | 35.81% | 86.45%-50.6pp | 35.88%-0.1pp | 31.71%+4.1pp |
| Employer contribution / active EE | $16 | $1,836-99.1% | $3,263-99.5% | $2,471-99.3% |
| Participant deferral / active EE | $2,055 | $2,824-27.2% | $4,265-51.8% | $3,740-45.1% |
| Admin fee / account holder | $48 | $4,040-98.8% | $6,581-99.3% | $5,306-99.1% |