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 | $17,949 | $153,772-88.3% | $133,980-86.6% | $273,961-93.4% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,024 | $6,029-83.0% | $5,211-80.4% | $4,869-79.0% |
| Participant deferral / active EE | $3,346 | $6,958-51.9% | $6,282-46.7% | $5,287-36.7% |
| Admin fee / account holder | $219 | $11,765-98.1% | $9,324-97.6% | $10,132-97.8% |