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 | $13,967 | $99,341-85.9% | $84,750-83.5% | $273,961-94.9% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 11.99% | 22.93%-10.9pp | 22.78%-10.8pp | 41.45%-29.5pp |
| Employer contribution / active EE | $277 | $4,214-93.4% | $3,574-92.2% | $4,869-94.3% |
| Participant deferral / active EE | $1,203 | $4,269-71.8% | $3,712-67.6% | $5,287-77.3% |
| Admin fee / account holder | $141 | $6,644-97.9% | $5,332-97.4% | $10,132-98.6% |