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 | $4,221 | $39,122-89.2% | $57,179-92.6% | $62,891-93.3% |
| Participation rate | 90.9% | 70.5%+20.4pp | 75.3%+15.6pp | 69.3%+21.6pp |
| Annual return | 2.74% | 9.23%-6.5pp | 14.59%-11.8pp | 20.14%-17.4pp |
| Employer contribution / active EE | $72 | $1,874-96.2% | $2,682-97.3% | $2,281-96.9% |
| Participant deferral / active EE | $745 | $2,374-68.6% | $3,096-76.0% | $3,203-76.8% |
| Admin fee / account holder | $141 | $2,592-94.5% | $3,139-95.5% | $4,296-96.7% |