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 | $11,893 | $181,894-93.5% | $156,549-92.4% | $273,961-95.7% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 15.03% | 30.74%-15.7pp | 32.23%-17.2pp | 41.45%-26.4pp |
| Employer contribution / active EE | $688 | $6,248-89.0% | $5,501-87.5% | $4,869-85.9% |
| Participant deferral / active EE | $3,814 | $5,550-31.3% | $4,871-21.7% | $5,287-27.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |