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 | $6,547 | $48,046-86.4% | $84,611-92.3% | $72,985-91.0% |
| Participation rate | 70.0% | 57.6%+12.4pp | 68.2%+1.8pp | 69.5%+0.5pp |
| Annual return | 24.96% | 37.38%-12.4pp | 258.74%-233.8pp | 81.00%-56.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,560 | $2,680-4.5% | $3,899-34.3% | $3,607-29.0% |
| Admin fee / account holder | $228 | $3,395-93.3% | $4,912-95.4% | $5,124-95.6% |