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 | $17,686 | $153,772-88.5% | $133,980-86.8% | $273,961-93.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 6.45% | 36.51%-30.1pp | 29.30%-22.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $896 | $6,029-85.1% | $5,211-82.8% | $4,869-81.6% |
| Participant deferral / active EE | $3,941 | $6,958-43.4% | $6,282-37.3% | $5,287-25.5% |
| Admin fee / account holder | $27 | $11,765-99.8% | $9,324-99.7% | $10,132-99.7% |