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 | $5,805 | $152,460-96.2% | $118,746-95.1% | $147,584-96.1% |
| Participation rate | 71.4% | 82.3%-10.8pp | 78.3%-6.8pp | 82.8%-11.4pp |
| Annual return | 23.66% | 17.41%+6.3pp | 24.54%-0.9pp | 578.55%-554.9pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,038 | $6,212-51.1% | $5,332-43.0% | $5,439-44.1% |
| Admin fee / account holder | $21 | $16,953-99.9% | $10,720-99.8% | $10,885-99.8% |