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 | $1,698 | $105,630-98.4% | $87,507-98.1% | $273,961-99.4% |
| Participation rate | 92.9% | 78.2%+14.7pp | 73.8%+19.0pp | 83.0%+9.8pp |
| Annual return | 8.31% | 12.25%-3.9pp | 12.21%-3.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $712 | $3,601-80.2% | $3,149-77.4% | $5,287-86.5% |
| Admin fee / account holder | $48 | $4,781-99.0% | $4,221-98.9% | $10,132-99.5% |