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 | $12,103 | $135,952-91.1% | $123,892-90.2% | $273,961-95.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 8.66% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | -$1,500 | $5,170-129.0% | $4,617-132.5% | $4,869-130.8% |
| Participant deferral / active EE | $10,070 | $6,343+58.8% | $5,984+68.3% | $5,287+90.5% |
| Admin fee / account holder | $87 | $9,817-99.1% | $8,357-99.0% | $10,132-99.1% |