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 | $14,203 | $183,519-92.3% | $155,509-90.9% | $145,922-90.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.42% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $972 | $5,313-81.7% | $4,672-79.2% | $4,660-79.1% |
| Participant deferral / active EE | $2,587 | $6,462-60.0% | $5,626-54.0% | $6,688-61.3% |
| Admin fee / account holder | $191 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |