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 5-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 | $8,284 | $77,314-89.3% | $177,989-95.3% | $80,856-89.8% |
| Participation rate | 89.3% | 65.7%+23.6pp | 77.1%+12.2pp | 67.6%+21.6pp |
| Annual return | 11.06% | 18.09%-7.0pp | 294.48%-283.4pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,098 | $4,411-52.4% | $6,276-66.6% | $4,296-51.2% |
| Admin fee / account holder | $268 | $7,191-96.3% | $10,363-97.4% | $6,918-96.1% |