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 | $7,142 | $80,717-91.2% | $154,803-95.4% | $84,808-91.6% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 22.74% | 37.96%-15.2pp | 58.88%-36.1pp | 40.90%-18.2pp |
| Employer contribution / active EE | $302 | $2,761-89.1% | $4,305-93.0% | $2,631-88.5% |
| Participant deferral / active EE | $2,350 | $3,303-28.9% | $5,540-57.6% | $4,212-44.2% |
| Admin fee / account holder | $126 | $6,746-98.1% | $14,329-99.1% | $7,344-98.3% |