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 | $16,871 | $135,952-87.6% | $123,892-86.4% | $273,961-93.8% |
| Participation rate | 77.3% | 84.1%-6.8pp | 81.4%-4.1pp | 83.0%-5.7pp |
| Annual return | 214.76% | 56.63%+158.1pp | 47.52%+167.2pp | 41.45%+173.3pp |
| Employer contribution / active EE | $284 | $5,170-94.5% | $4,617-93.9% | $4,869-94.2% |
| Participant deferral / active EE | $6,221 | $6,343-1.9% | $5,984+4.0% | $5,287+17.7% |
| Admin fee / account holder | $5 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |