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 | $4,417 | $140,940-96.9% | $112,229-96.1% | $139,434-96.8% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 30.02% | 32.71%-2.7pp | 30.20%-0.2pp | 372.94%-342.9pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,791 | $5,874-52.5% | $4,798-41.8% | $6,710-58.4% |
| Admin fee / account holder | $28 | $9,954-99.7% | $7,748-99.6% | $11,403-99.8% |