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 | $2,533 | $49,915-94.9% | $154,803-98.4% | $74,304-96.6% |
| Participation rate | 76.9% | 54.0%+22.9pp | 78.1%-1.2pp | 60.3%+16.5pp |
| Annual return | 24.10% | 34.06%-10.0pp | 58.88%-34.8pp | 29.43%-5.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,450 | $2,255-35.7% | $5,540-73.8% | $3,767-61.5% |
| Admin fee / account holder | $247 | $2,189-88.7% | $14,329-98.3% | $2,969-91.7% |