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 | $95,803-93.8% | $113,168-94.7% | $84,808-93.0% |
| Participation rate | 85.4% | 72.9%+12.5pp | 76.6%+8.8pp | 68.3%+17.1pp |
| Annual return | 18.40% | 25.00%-6.6pp | 24.27%-5.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,443 | $4,242-42.4% | $5,107-52.2% | $4,212-42.0% |
| Admin fee / account holder | $151 | $8,989-98.3% | $12,068-98.7% | $7,344-97.9% |