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 10-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 | $4,760 | $81,233-94.1% | $155,567-96.9% | $80,874-94.1% |
| Participation rate | 81.5% | 66.2%+15.2pp | 78.2%+3.3pp | 67.6%+13.8pp |
| Annual return | 13.17% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,479 | $3,452-57.2% | $5,628-73.7% | $4,297-65.6% |
| Admin fee / account holder | $142 | $7,998-98.2% | $15,916-99.1% | $6,935-98.0% |