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 | $9,452 | $181,894-94.8% | $156,549-94.0% | $273,961-96.5% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 22.60% | 30.74%-8.1pp | 32.23%-9.6pp | 41.45%-18.9pp |
| Employer contribution / active EE | $1,265 | $6,248-79.8% | $5,501-77.0% | $4,869-74.0% |
| Participant deferral / active EE | $4,684 | $5,550-15.6% | $4,871-3.8% | $5,287-11.4% |
| Admin fee / account holder | $6 | $15,559-100.0% | $13,027-100.0% | $10,132-99.9% |