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 | $10,114 | $76,552-86.8% | $123,892-91.8% | $62,891-83.9% |
| Participation rate | 73.0% | 73.0%0pp | 81.4%-8.4pp | 69.3%+3.7pp |
| Annual return | 39.79% | 18.68%+21.1pp | 47.52%-7.7pp | 20.14%+19.6pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,564 | $4,840+15.0% | $5,984-7.0% | $3,203+73.7% |
| Admin fee / account holder | $7 | $4,826-99.9% | $8,357-99.9% | $4,296-99.8% |