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 | $5,468 | $60,892-91.0% | $82,389-93.4% | $84,808-93.6% |
| Participation rate | 85.2% | 63.3%+21.9pp | 69.5%+15.6pp | 68.3%+16.9pp |
| Annual return | 24.24% | 37.29%-13.0pp | 28.67%-4.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,969 | $3,179-6.6% | $4,155-28.5% | $4,212-29.5% |
| Admin fee / account holder | $292 | $5,467-94.7% | $7,231-96.0% | $7,344-96.0% |