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 | $5,094 | $158,398-96.8% | $126,539-96.0% | $142,382-96.4% |
| Participation rate | 72.7% | 75.8%-3.1pp | 69.8%+2.9pp | 80.1%-7.4pp |
| Annual return | 19.26% | 593.76%-574.5pp | 425.95%-406.7pp | 217.08%-197.8pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,084 | $4,767-77.3% | $4,083-73.4% | $6,507-83.3% |
| Admin fee / account holder | $33 | $6,918-99.5% | $6,065-99.5% | $12,624-99.7% |