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 | $17,206 | $83,908-79.5% | $68,509-74.9% | $125,391-86.3% |
| Participation rate | 76.2% | 78.2%-2.0pp | 74.7%+1.5pp | 83.2%-7.0pp |
| Annual return | -2.49% | 14.48%-17.0pp | 8.27%-10.8pp | 282.22%-284.7pp |
| Employer contribution / active EE | $105 | $3,031-96.5% | $2,278-95.4% | $4,866-97.8% |
| Participant deferral / active EE | $1,248 | $4,125-69.7% | $3,382-63.1% | $5,352-76.7% |
| Admin fee / account holder | $152 | $8,982-98.3% | $5,275-97.1% | $9,540-98.4% |