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 | $11,128 | $98,240-88.7% | $82,313-86.5% | $147,584-92.5% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 27.69% | 30.85%-3.2pp | 25.88%+1.8pp | 578.55%-550.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,589 | $4,383+4.7% | $3,706+23.8% | $5,439-15.6% |
| Admin fee / account holder | $117 | $8,563-98.6% | $5,608-97.9% | $10,885-98.9% |