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 8-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 | $10,097 | $58,512-82.7% | $84,015-88.0% | $72,985-86.2% |
| Participation rate | 74.1% | 61.2%+12.8pp | 69.0%+5.1pp | 69.5%+4.6pp |
| Annual return | 20.95% | 28.93%-8.0pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,198 | $2,394-50.0% | $3,239-63.0% | $3,607-66.8% |
| Admin fee / account holder | $149 | $4,569-96.7% | $6,101-97.6% | $5,124-97.1% |