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 4-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 | $9,119 | $101,724-91.0% | $164,813-94.5% | $80,856-88.7% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.6%+25.7pp |
| Annual return | 16.38% | 16.72%-0.3pp | 69.93%-53.6pp | 35.59%-19.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,039 | $4,477-9.8% | $6,031-33.0% | $4,296-6.0% |
| Admin fee / account holder | $242 | $8,227-97.1% | $12,690-98.1% | $6,918-96.5% |