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 | $16,053 | $181,894-91.2% | $156,549-89.7% | $273,961-94.1% |
| Participation rate | 78.3% | 88.4%-10.1pp | 84.0%-5.8pp | 83.0%-4.8pp |
| Annual return | 10.49% | 30.74%-20.2pp | 32.23%-21.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,017 | $6,248-83.7% | $5,501-81.5% | $4,869-79.1% |
| Participant deferral / active EE | $2,088 | $5,550-62.4% | $4,871-57.1% | $5,287-60.5% |
| Admin fee / account holder | $49 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |