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 4-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 | $4,218 | $60,022-93.0% | $88,946-95.3% | $84,808-95.0% |
| Participation rate | 80.4% | 57.8%+22.6pp | 68.8%+11.6pp | 68.3%+12.1pp |
| Annual return | 25.78% | 22.43%+3.4pp | 57.82%-32.0pp | 40.90%-15.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,521 | $3,114-19.1% | $4,581-45.0% | $4,212-40.2% |
| Admin fee / account holder | $219 | $4,811-95.4% | $8,261-97.3% | $7,344-97.0% |