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 | $4,625 | $87,166-94.7% | $76,735-94.0% | $137,256-96.6% |
| Participation rate | 84.6% | 74.4%+10.3pp | 69.5%+15.1pp | 80.0%+4.7pp |
| Annual return | 21.78% | 26.50%-4.7pp | 29.77%-8.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,829 | $4,726-61.3% | $4,088-55.3% | $6,407-71.4% |
| Admin fee / account holder | $38 | $8,403-99.5% | $7,189-99.5% | $12,270-99.7% |