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 | $5,776 | $74,927-92.3% | $101,794-94.3% | $84,808-93.2% |
| Participation rate | 77.1% | 61.4%+15.7pp | 69.2%+8.0pp | 68.3%+8.8pp |
| Annual return | 24.16% | 18.70%+5.5pp | 30.53%-6.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,021 | $3,099-34.8% | $4,084-50.5% | $4,212-52.0% |
| Admin fee / account holder | $15 | $6,514-99.8% | $8,777-99.8% | $7,344-99.8% |