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 | $14,970 | $60,349-75.2% | $74,183-79.8% | $62,891-76.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 13.46% | 21.37%-7.9pp | 17.74%-4.3pp | 20.14%-6.7pp |
| Employer contribution / active EE | $245 | $1,680-85.4% | $2,370-89.7% | $2,281-89.3% |
| Participant deferral / active EE | $2,500 | $2,856-12.5% | $3,550-29.6% | $3,203-22.0% |
| Admin fee / account holder | $12 | $4,261-99.7% | $5,586-99.8% | $4,296-99.7% |