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 | $11,124 | $53,822-79.3% | $75,696-85.3% | $85,850-87.0% |
| Participation rate | 97.4% | 69.1%+28.4pp | 74.8%+22.6pp | 69.3%+28.1pp |
| Annual return | 17.23% | 24.54%-7.3pp | 104.53%-87.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $182 | $2,017-91.0% | $2,743-93.4% | $2,565-92.9% |
| Participant deferral / active EE | $1,281 | $2,895-55.8% | $3,821-66.5% | $3,952-67.6% |
| Admin fee / account holder | $192 | $3,343-94.3% | $3,619-94.7% | $6,260-96.9% |