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 | $13,421 | $131,829-89.8% | $108,579-87.6% | $273,961-95.1% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.6%-1.0pp | 83.0%-4.4pp |
| Annual return | 8.18% | -91.57%+99.8pp | -51.70%+59.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $378 | $4,912-92.3% | $3,758-89.9% | $4,869-92.2% |
| Participant deferral / active EE | $2,518 | $5,127-50.9% | $4,311-41.6% | $5,287-52.4% |
| Admin fee / account holder | $123 | $10,252-98.8% | $7,645-98.4% | $10,132-98.8% |