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 | $22,088 | $77,503-71.5% | $100,391-78.0% | $80,856-72.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 24.23% | 37.20%-13.0pp | 49.20%-25.0pp | 35.59%-11.4pp |
| Employer contribution / active EE | $180 | $2,801-93.6% | $3,942-95.4% | $2,755-93.5% |
| Participant deferral / active EE | $0 | $6,820-100.0% | $8,082-100.0% | $4,296-100.0% |
| Admin fee / account holder | $50 | $5,897-99.2% | $7,899-99.4% | $6,918-99.3% |