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 | $3,451 | $54,541-93.7% | $78,778-95.6% | $70,131-95.1% |
| Participation rate | 76.0% | 60.8%+15.2pp | 69.2%+6.8pp | 69.5%+6.5pp |
| Annual return | 48.14% | 21.07%+27.1pp | 35.62%+12.5pp | 73.14%-25.0pp |
| Employer contribution / active EE | $115 | $1,089-89.4% | $1,986-94.2% | $2,342-95.1% |
| Participant deferral / active EE | $2,301 | $2,210+4.1% | $2,958-22.2% | $3,332-30.9% |
| Admin fee / account holder | $46 | $3,709-98.8% | $5,134-99.1% | $4,645-99.0% |