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 3-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 | $6,245 | $111,754-94.4% | $103,333-94.0% | $145,922-95.7% |
| Participation rate | 78.3% | 77.9%+0.3pp | 74.5%+3.8pp | 80.3%-2.0pp |
| Annual return | 17.15% | 24.77%-7.6pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $471 | $4,212-88.8% | $3,868-87.8% | $4,660-89.9% |
| Participant deferral / active EE | $2,317 | $5,619-58.8% | $5,057-54.2% | $6,688-65.4% |
| Admin fee / account holder | $183 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |