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 | $45,064 | $122,239-63.1% | $184,203-75.5% | $74,495-39.5% |
| Participation rate | 89.2% | 85.5%+3.7pp | 86.8%+2.4pp | 67.2%+22.0pp |
| Annual return | 16.32% | 19.95%-3.6pp | 28.81%-12.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,608 | $4,537-64.6% | $6,427-75.0% | $2,623-38.7% |
| Participant deferral / active EE | $4,216 | $7,139-40.9% | $9,131-53.8% | $4,346-3.0% |
| Admin fee / account holder | $241 | $1,260-80.9% | $13,901-98.3% | $1,942-87.6% |