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 8-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 | $2,955 | $72,492-95.9% | $87,100-96.6% | $72,985-96.0% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 26.82% | 24.46%+2.4pp | 28.19%-1.4pp | 81.00%-54.2pp |
| Employer contribution / active EE | $1 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $148 | $5,055-97.1% | $7,497-98.0% | $5,124-97.1% |