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 | $8,359 | $91,037-90.8% | $71,671-88.3% | $147,584-94.3% |
| Participation rate | 82.4% | 76.1%+6.2pp | 68.7%+13.6pp | 82.8%-0.5pp |
| Annual return | 17.51% | 20.48%-3.0pp | 20.65%-3.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $443 | $3,327-86.7% | $2,460-82.0% | $4,876-90.9% |
| Participant deferral / active EE | $1,772 | $4,498-60.6% | $3,438-48.5% | $5,439-67.4% |
| Admin fee / account holder | $25 | $8,613-99.7% | $5,558-99.6% | $10,885-99.8% |