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 7-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 | $3,833 | $78,672-95.1% | $109,143-96.5% | $85,850-95.5% |
| Participation rate | 86.2% | 68.3%+17.9pp | 75.9%+10.3pp | 69.3%+16.9pp |
| Annual return | 15.41% | 25.09%-9.7pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,739 | $3,467-49.8% | $4,653-62.6% | $3,952-56.0% |
| Admin fee / account holder | $182 | $5,469-96.7% | $6,752-97.3% | $6,260-97.1% |