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 | $4,781 | $77,634-93.8% | $156,549-96.9% | $62,891-92.4% |
| Participation rate | 76.9% | 71.2%+5.7pp | 84.0%-7.1pp | 69.3%+7.6pp |
| Annual return | 9.29% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $220 | $3,444-93.6% | $5,501-96.0% | $2,281-90.3% |
| Participant deferral / active EE | $2,032 | $3,045-33.3% | $4,871-58.3% | $3,203-36.6% |
| Admin fee / account holder | $64 | $5,561-98.8% | $13,027-99.5% | $4,296-98.5% |