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 | $21,098 | $77,503-72.8% | $100,391-79.0% | $80,856-73.9% |
| Participation rate | 70.0% | 76.9%-6.9pp | 81.5%-11.5pp | 67.6%+2.4pp |
| Annual return | 17.04% | 37.20%-20.2pp | 49.20%-32.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,203 | $6,820-23.7% | $8,082-35.6% | $4,296+21.1% |
| Admin fee / account holder | $41 | $5,897-99.3% | $7,899-99.5% | $6,918-99.4% |