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 3-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 | $4,236 | $110,261-96.2% | $95,745-95.6% | $139,434-97.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 22.57% | 27.11%-4.5pp | 28.35%-5.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,404 | $4,676-70.0% | $4,245-66.9% | $6,710-79.1% |
| Admin fee / account holder | $199 | $6,613-97.0% | $5,678-96.5% | $11,403-98.3% |