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 | $2,609 | $74,927-96.5% | $101,794-97.4% | $84,808-96.9% |
| Participation rate | 96.6% | 61.4%+35.1pp | 69.2%+27.4pp | 68.3%+28.2pp |
| Annual return | 28.59% | 18.70%+9.9pp | 30.53%-1.9pp | 40.90%-12.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,454 | $3,099-53.1% | $4,084-64.4% | $4,212-65.5% |
| Admin fee / account holder | $28 | $6,514-99.6% | $8,777-99.7% | $7,344-99.6% |