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 | $26,808 | $71,025-62.3% | $219,466-87.8% | $52,729-49.2% |
| Participation rate | 98.5% | 32.7%+65.8pp | 44.6%+53.9pp | 12.6%+85.9pp |
| Annual return | 5.37% | 4.87%+0.5pp | 5.00%+0.4pp | 4.56%+0.8pp |
| Employer contribution / active EE | $1,745 | $14,613-88.1% | $35,918-95.1% | $15,526-88.8% |
| Participant deferral / active EE | $454 | $54+741.3% | $75+502.4% | $97+369.9% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |