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 | $11,523 | $100,041-88.5% | $149,718-92.3% | $70,131-83.6% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.1%+5.5pp | 69.5%+23.1pp |
| Annual return | 16.45% | 27.43%-11.0pp | 1501.63%-1485.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $446 | $3,662-87.8% | $5,445-91.8% | $2,342-81.0% |
| Participant deferral / active EE | $3,165 | $4,983-36.5% | $6,569-51.8% | $3,332-5.0% |
| Admin fee / account holder | $99 | $8,286-98.8% | $11,283-99.1% | $4,645-97.9% |