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 | $12,923 | $99,341-87.0% | $84,750-84.8% | $273,961-95.3% |
| Participation rate | 85.0% | 80.7%+4.3pp | 76.6%+8.4pp | 83.0%+2.0pp |
| Annual return | 5.39% | 22.93%-17.5pp | 22.78%-17.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $121 | $4,214-97.1% | $3,574-96.6% | $4,869-97.5% |
| Participant deferral / active EE | $2,805 | $4,269-34.3% | $3,712-24.4% | $5,287-46.9% |
| Admin fee / account holder | $106 | $6,644-98.4% | $5,332-98.0% | $10,132-99.0% |