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 8-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 | $6,995 | $49,227-85.8% | $70,449-90.1% | $79,858-91.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.00% | 30.06%-18.1pp | 109.03%-97.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $287 | $2,099-86.3% | $2,737-89.5% | $2,471-88.4% |
| Participant deferral / active EE | $1,124 | $2,768-59.4% | $3,709-69.7% | $3,740-69.9% |
| Admin fee / account holder | $93 | $2,878-96.8% | $3,845-97.6% | $5,306-98.2% |