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 | $5,725 | $80,717-92.9% | $154,803-96.3% | $84,808-93.2% |
| Participation rate | 81.5% | 66.8%+14.7pp | 78.1%+3.4pp | 68.3%+13.2pp |
| Annual return | 21.19% | 37.96%-16.8pp | 58.88%-37.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $273 | $2,761-90.1% | $4,305-93.7% | $2,631-89.6% |
| Participant deferral / active EE | $2,351 | $3,303-28.8% | $5,540-57.6% | $4,212-44.2% |
| Admin fee / account holder | $81 | $6,746-98.8% | $14,329-99.4% | $7,344-98.9% |