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 | $7,481 | $135,952-94.5% | $123,892-94.0% | $273,961-97.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 22.81% | 56.63%-33.8pp | 47.52%-24.7pp | 41.45%-18.6pp |
| Employer contribution / active EE | $400 | $5,170-92.3% | $4,617-91.3% | $4,869-91.8% |
| Participant deferral / active EE | $6,660 | $6,343+5.0% | $5,984+11.3% | $5,287+26.0% |
| Admin fee / account holder | $1 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |