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 | $1,128 | $57,590-98.0% | $86,233-98.7% | $82,448-98.6% |
| Participation rate | 75.8% | 57.9%+17.9pp | 69.0%+6.7pp | 68.1%+7.7pp |
| Annual return | 31.53% | 22.41%+9.1pp | 61.39%-29.9pp | 41.64%-10.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,235 | $3,080-59.9% | $4,559-72.9% | $4,139-70.2% |
| Admin fee / account holder | $99 | $4,730-97.9% | $8,342-98.8% | $7,234-98.6% |