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 3-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 | $5,231 | $74,927-93.0% | $101,794-94.9% | $84,808-93.8% |
| Participation rate | 96.4% | 61.4%+35.0pp | 69.2%+27.2pp | 68.3%+28.1pp |
| Annual return | 23.94% | 18.70%+5.2pp | 30.53%-6.6pp | 40.90%-17.0pp |
| Employer contribution / active EE | $5 | $1,522-99.7% | $2,289-99.8% | $2,631-99.8% |
| Participant deferral / active EE | $3,061 | $3,099-1.2% | $4,084-25.1% | $4,212-27.3% |
| Admin fee / account holder | $146 | $6,514-97.8% | $8,777-98.3% | $7,344-98.0% |