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 | $23,008 | $138,347-83.4% | $184,203-87.5% | $80,856-71.5% |
| Participation rate | 93.3% | 83.9%+9.5pp | 86.8%+6.5pp | 67.6%+25.7pp |
| Annual return | 13.49% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,287 | $4,850-73.5% | $6,427-80.0% | $2,755-53.3% |
| Participant deferral / active EE | $3,837 | $7,071-45.7% | $9,131-58.0% | $4,296-10.7% |
| Admin fee / account holder | $235 | $10,483-97.8% | $13,901-98.3% | $6,918-96.6% |