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 | $18,024 | $77,503-76.7% | $100,391-82.0% | $80,856-77.7% |
| Participation rate | 72.7% | 76.9%-4.2pp | 81.5%-8.8pp | 67.6%+5.1pp |
| Annual return | 16.03% | 37.20%-21.2pp | 49.20%-33.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,929 | $6,820-27.7% | $8,082-39.0% | $4,296+14.7% |
| Admin fee / account holder | $158 | $5,897-97.3% | $7,899-98.0% | $6,918-97.7% |