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 | $26,021 | $427,750-93.9% | $416,308-93.7% | $484,799-94.6% |
| Participation rate | 100.0% | 94.2%+5.8pp | 93.1%+6.9pp | 91.1%+8.9pp |
| Annual return | 24.35% | 8.17%+16.2pp | 8.83%+15.5pp | 5.95%+18.4pp |
| Employer contribution / active EE | $6,663 | $24,272-72.5% | $24,478-72.8% | $27,493-75.8% |
| Participant deferral / active EE | $3,616 | $13,509-73.2% | $13,255-72.7% | $6,572-45.0% |
| Admin fee / account holder | $79 | $15,117-99.5% | $14,896-99.5% | $18,209-99.6% |