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 | $3,441 | $165,912-97.9% | $122,332-97.2% | $147,584-97.7% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 26.51% | 34.55%-8.0pp | 30.27%-3.8pp | 578.55%-552.0pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,086 | $4,005-47.9% | $3,287-36.5% | $5,439-61.7% |
| Admin fee / account holder | $187 | $7,424-97.5% | $5,478-96.6% | $10,885-98.3% |