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 | $17,771 | $175,202-89.9% | $149,673-88.1% | $139,434-87.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 12.99% | 166.71%-153.7pp | 134.42%-121.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $936 | $5,474-82.9% | $4,818-80.6% | $4,751-80.3% |
| Participant deferral / active EE | $3,132 | $6,519-52.0% | $5,680-44.9% | $6,710-53.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |