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 | $7,977 | $91,037-91.2% | $71,671-88.9% | $147,584-94.6% |
| Participation rate | 91.7% | 76.1%+15.5pp | 68.7%+22.9pp | 82.8%+8.8pp |
| Annual return | 18.37% | 20.48%-2.1pp | 20.65%-2.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $440 | $3,327-86.8% | $2,460-82.1% | $4,876-91.0% |
| Participant deferral / active EE | $2,472 | $4,498-45.1% | $3,438-28.1% | $5,439-54.6% |
| Admin fee / account holder | $122 | $8,613-98.6% | $5,558-97.8% | $10,885-98.9% |