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 | $3,863 | $106,749-96.4% | $145,433-97.3% | $82,448-95.3% |
| Participation rate | 77.9% | 75.6%+2.3pp | 82.1%-4.2pp | 68.1%+9.9pp |
| Annual return | 26.73% | 27.59%-0.9pp | 66.58%-39.8pp | 41.64%-14.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,502 | $6,519-61.6% | $7,897-68.3% | $4,139-39.6% |
| Admin fee / account holder | $256 | $8,390-97.0% | $13,129-98.1% | $7,234-96.5% |