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 | $45,343-94.4% | $150,298-98.3% | $67,986-96.3% |
| Participation rate | 76.9% | 51.9%+25.0pp | 77.8%-0.9pp | 57.2%+19.7pp |
| Annual return | 24.10% | 33.28%-9.2pp | 62.79%-38.7pp | 31.67%-7.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,450 | $2,055-29.4% | $5,453-73.4% | $3,358-56.8% |
| Admin fee / account holder | $247 | $2,250-89.0% | $14,116-98.3% | $3,203-92.3% |