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 3-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 | $1,497 | $54,705-97.3% | $71,209-97.9% | $84,808-98.2% |
| Participation rate | 82.9% | 64.1%+18.8pp | 73.8%+9.1pp | 68.3%+14.5pp |
| Annual return | 19.56% | 35.90%-16.3pp | 282.51%-263.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,398 | $3,030-53.9% | $4,175-66.5% | $4,212-66.8% |
| Admin fee / account holder | $269 | $4,863-94.5% | $5,349-95.0% | $7,344-96.3% |