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 3-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 | $10,410 | $67,894-84.7% | $89,340-88.3% | $82,448-87.4% |
| Participation rate | 83.8% | 64.0%+19.8pp | 69.6%+14.3pp | 68.1%+15.8pp |
| Annual return | 166.53% | 19.21%+147.3pp | 20.57%+146.0pp | 41.64%+124.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,599 | $3,072+49.7% | $3,823+20.3% | $4,139+11.1% |
| Admin fee / account holder | $97 | $5,723-98.3% | $6,704-98.6% | $7,234-98.7% |