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 | $11,998 | $99,341-87.9% | $84,750-85.8% | $273,961-95.6% |
| Participation rate | 73.9% | 80.7%-6.8pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | 5.96% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,161 | $4,269-72.8% | $3,712-68.7% | $5,287-78.0% |
| Admin fee / account holder | $83 | $6,644-98.8% | $5,332-98.4% | $10,132-99.2% |