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 | $14,592 | $127,386-88.5% | $115,037-87.3% | $125,391-88.4% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.26% | 31.28%-32.5pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $674 | $5,166-86.9% | $4,608-85.4% | $4,866-86.1% |
| Participant deferral / active EE | $3,577 | $6,423-44.3% | $6,026-40.6% | $5,352-33.2% |
| Admin fee / account holder | $110 | $9,516-98.8% | $8,175-98.7% | $9,540-98.8% |