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 4-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 | $2,667 | $78,926-96.6% | $136,749-98.0% | $84,808-96.9% |
| Participation rate | 81.6% | 62.2%+19.4pp | 72.1%+9.4pp | 68.3%+13.3pp |
| Annual return | 15.68% | 18.17%-2.5pp | 24.33%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,756 | $3,168-44.6% | $4,692-62.6% | $4,212-58.3% |
| Admin fee / account holder | $153 | $6,369-97.6% | $11,386-98.7% | $7,344-97.9% |