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 | $8,878 | $153,772-94.2% | $133,980-93.4% | $273,961-96.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 25.26% | 36.51%-11.3pp | 29.30%-4.0pp | 41.45%-16.2pp |
| Employer contribution / active EE | $1,173 | $6,029-80.5% | $5,211-77.5% | $4,869-75.9% |
| Participant deferral / active EE | $3,375 | $6,958-51.5% | $6,282-46.3% | $5,287-36.2% |
| Admin fee / account holder | $145 | $11,765-98.8% | $9,324-98.4% | $10,132-98.6% |