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 | $8,333 | $140,940-94.1% | $112,229-92.6% | $139,434-94.0% |
| Participation rate | 72.7% | 79.2%-6.5pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 23.72% | 32.71%-9.0pp | 30.20%-6.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,195 | $5,874-45.6% | $4,798-33.4% | $6,710-52.4% |
| Admin fee / account holder | $62 | $9,954-99.4% | $7,748-99.2% | $11,403-99.5% |