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 | $968 | $101,618-99.0% | $93,063-99.0% | $137,256-99.3% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 28.95% | 223.95%-195.0pp | 34.15%-5.2pp | 220.34%-191.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,671 | $4,279-61.0% | $3,958-57.8% | $6,407-73.9% |
| Admin fee / account holder | $10 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |