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 9-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 | $3,120 | $147,167-97.9% | $111,392-97.2% | $135,375-97.7% |
| Participation rate | 81.3% | 84.0%-2.8pp | 78.9%+2.4pp | 82.6%-1.4pp |
| Annual return | 30.99% | -4.44%+35.4pp | -2.06%+33.1pp | 519.73%-488.7pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,455 | $6,565-62.6% | $5,567-55.9% | $5,609-56.2% |
| Admin fee / account holder | $174 | $20,270-99.1% | $12,266-98.6% | $10,827-98.4% |