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 | $6,908 | $83,337-91.7% | $67,834-89.8% | $273,961-97.5% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 13.07% | 259.45%-246.4pp | 138.47%-125.4pp | 41.45%-28.4pp |
| Employer contribution / active EE | $60 | $3,287-98.2% | $2,403-97.5% | $4,869-98.8% |
| Participant deferral / active EE | $1,893 | $4,088-53.7% | $3,160-40.1% | $5,287-64.2% |
| Admin fee / account holder | $240 | $6,752-96.4% | $4,622-94.8% | $10,132-97.6% |