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 6-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 | $5,957 | $95,453-93.8% | $112,040-94.7% | $82,448-92.8% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.5%+8.9pp | 68.1%+17.3pp |
| Annual return | 18.40% | 23.92%-5.5pp | 24.52%-6.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,443 | $4,224-42.2% | $5,098-52.1% | $4,139-41.0% |
| Admin fee / account holder | $151 | $9,013-98.3% | $12,098-98.7% | $7,234-97.9% |