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 | $6,950 | $54,762-87.3% | $90,281-92.3% | $72,985-90.5% |
| Participation rate | 81.0% | 65.1%+15.9pp | 73.3%+7.7pp | 69.5%+11.5pp |
| Annual return | 23.16% | 30.63%-7.5pp | 78.10%-54.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $141 | $2,092-93.3% | $2,854-95.1% | $2,440-94.2% |
| Participant deferral / active EE | $831 | $2,887-71.2% | $3,885-78.6% | $3,607-77.0% |
| Admin fee / account holder | $53 | $3,972-98.7% | $5,351-99.0% | $5,124-99.0% |