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 3-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 | $9,482 | $106,749-91.1% | $145,433-93.5% | $82,448-88.5% |
| Participation rate | 84.0% | 75.6%+8.4pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 23.14% | 27.59%-4.4pp | 66.58%-43.4pp | 41.64%-18.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,541 | $6,519-61.0% | $7,897-67.8% | $4,139-38.6% |
| Admin fee / account holder | $63 | $8,390-99.2% | $13,129-99.5% | $7,234-99.1% |