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 | $28,353 | $181,894-84.4% | $156,549-81.9% | $273,961-89.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.85% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $913 | $6,248-85.4% | $5,501-83.4% | $4,869-81.2% |
| Participant deferral / active EE | $17,350 | $5,550+212.6% | $4,871+256.2% | $5,287+228.2% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |