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 | $22,549 | $214,378-89.5% | $200,582-88.8% | $142,382-84.2% |
| Participation rate | 73.7% | 87.4%-13.8pp | 86.9%-13.2pp | 80.1%-6.4pp |
| Annual return | 19.93% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,701 | $9,865-52.3% | $9,331-49.6% | $6,507-27.8% |
| Admin fee / account holder | $156 | $17,692-99.1% | $16,305-99.0% | $12,624-98.8% |