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 9-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 | $2,813 | $58,851-95.2% | $115,157-97.6% | $72,985-96.1% |
| Participation rate | 78.9% | 65.5%+13.4pp | 75.9%+3.0pp | 69.5%+9.5pp |
| Annual return | 28.67% | 23.16%+5.5pp | 35.60%-6.9pp | 81.00%-52.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,407 | $2,643-46.8% | $4,168-66.3% | $3,607-61.0% |
| Admin fee / account holder | $269 | $6,370-95.8% | $7,088-96.2% | $5,124-94.7% |