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 | $18,063 | $117,841-84.7% | $102,423-82.4% | $145,922-87.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 13.12% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $650 | $3,615-82.0% | $3,023-78.5% | $4,660-86.1% |
| Participant deferral / active EE | $2,044 | $5,731-64.3% | $5,053-59.5% | $6,688-69.4% |
| Admin fee / account holder | $101 | $13,326-99.2% | $9,451-98.9% | $13,397-99.2% |