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 | $17,853 | $217,402-91.8% | $185,823-90.4% | $167,490-89.3% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 11.11% | 148.36%-137.2pp | 122.05%-110.9pp | 478.56%-467.4pp |
| Employer contribution / active EE | $994 | $5,873-83.1% | $5,167-80.8% | $4,837-79.4% |
| Participant deferral / active EE | $3,606 | $6,356-43.3% | $5,568-35.2% | $6,341-43.1% |
| Admin fee / account holder | $292 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |