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 | $13,953 | $198,466-93.0% | $170,442-91.8% | $147,584-90.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 23.95% | 257.29%-233.3pp | 205.93%-182.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,188 | $6,184-80.8% | $5,433-78.1% | $4,876-75.6% |
| Participant deferral / active EE | $2,861 | $5,629-49.2% | $4,939-42.1% | $5,439-47.4% |
| Admin fee / account holder | $104 | $16,852-99.4% | $13,880-99.3% | $10,885-99.0% |