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 4-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 | $16,833 | $78,520-78.6% | $96,576-82.6% | $82,448-79.6% |
| Participation rate | 76.6% | 77.7%-1.1pp | 81.4%-4.8pp | 68.1%+8.5pp |
| Annual return | 20.76% | 41.30%-20.5pp | 38.47%-17.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,762 | $6,754-44.3% | $7,956-52.7% | $4,139-9.1% |
| Admin fee / account holder | $104 | $13,455-99.2% | $11,381-99.1% | $7,234-98.6% |