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 | $76,407-92.5% | $150,298-96.2% | $82,448-93.1% |
| Participation rate | 81.5% | 66.4%+15.1pp | 77.8%+3.7pp | 68.1%+13.4pp |
| Annual return | 21.19% | 39.99%-18.8pp | 62.79%-41.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $273 | $2,614-89.6% | $4,154-93.4% | $2,551-89.3% |
| Participant deferral / active EE | $2,351 | $3,214-26.9% | $5,453-56.9% | $4,139-43.2% |
| Admin fee / account holder | $81 | $6,352-98.7% | $14,116-99.4% | $7,234-98.9% |