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 | $11,456 | $157,256-92.7% | $141,162-91.9% | $152,861-92.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 18.64% | 64.32%-45.7pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $788 | $5,261-85.0% | $4,735-83.4% | $4,762-83.5% |
| Participant deferral / active EE | $2,686 | $7,109-62.2% | $6,709-60.0% | $5,850-54.1% |
| Admin fee / account holder | $180 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |