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 8-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 | $5,744 | $65,365-91.2% | $92,893-93.8% | $72,985-92.1% |
| Participation rate | 78.6% | 68.3%+10.3pp | 76.0%+2.6pp | 69.5%+9.1pp |
| Annual return | 30.19% | 42.10%-11.9pp | 109.41%-79.2pp | 81.00%-50.8pp |
| Employer contribution / active EE | $483 | $2,594-81.4% | $3,653-86.8% | $2,440-80.2% |
| Participant deferral / active EE | $2,504 | $3,128-20.0% | $4,236-40.9% | $3,607-30.6% |
| Admin fee / account holder | $110 | $4,251-97.4% | $5,794-98.1% | $5,124-97.9% |