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 | $3,196 | $48,795-93.5% | $65,493-95.1% | $84,808-96.2% |
| Participation rate | 77.4% | 67.0%+10.4pp | 73.1%+4.3pp | 68.3%+9.1pp |
| Annual return | 21.70% | 20.20%+1.5pp | 982.45%-960.7pp | 40.90%-19.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,300 | $2,928-55.6% | $3,961-67.2% | $4,212-69.1% |
| Admin fee / account holder | $136 | $3,877-96.5% | $5,028-97.3% | $7,344-98.2% |