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 | $5,226 | $110,261-95.3% | $95,745-94.5% | $139,434-96.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 25.74% | 27.11%-1.4pp | 28.35%-2.6pp | 372.94%-347.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,679 | $4,676-42.7% | $4,245-36.9% | $6,710-60.1% |
| Admin fee / account holder | $57 | $6,613-99.1% | $5,678-99.0% | $11,403-99.5% |