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 | $1,392 | $104,974-98.7% | $95,585-98.5% | $142,382-99.0% |
| Participation rate | 72.7% | 75.0%-2.2pp | 72.1%+0.7pp | 80.1%-7.4pp |
| Annual return | 28.85% | 210.33%-181.5pp | 38.56%-9.7pp | 217.08%-188.2pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,155 | $4,352-73.5% | $4,023-71.3% | $6,507-82.3% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |