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 | $4,507 | $181,894-97.5% | $156,549-97.1% | $273,961-98.4% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 17.07% | 30.74%-13.7pp | 32.23%-15.2pp | 41.45%-24.4pp |
| Employer contribution / active EE | $837 | $6,248-86.6% | $5,501-84.8% | $4,869-82.8% |
| Participant deferral / active EE | $2,513 | $5,550-54.7% | $4,871-48.4% | $5,287-52.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |