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 4-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 | $3,090 | $93,571-96.7% | $135,903-97.7% | $75,163-95.9% |
| Participation rate | 81.3% | 75.2%+6.1pp | 81.9%-0.7pp | 67.2%+14.1pp |
| Annual return | 27.41% | 30.90%-3.5pp | 68.23%-40.8pp | 160.62%-133.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,569 | $6,404-59.9% | $7,758-66.9% | $4,125-37.7% |
| Admin fee / account holder | $295 | $6,975-95.8% | $10,762-97.3% | $5,651-94.8% |