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 | $7,184 | $88,707-91.9% | $74,183-90.3% | $273,961-97.4% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 23.06% | 11.94%+11.1pp | 17.74%+5.3pp | 41.45%-18.4pp |
| Employer contribution / active EE | $389 | $3,159-87.7% | $2,370-83.6% | $4,869-92.0% |
| Participant deferral / active EE | $2,888 | $4,212-31.4% | $3,550-18.6% | $5,287-45.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |