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 | $17,348 | $198,466-91.3% | $170,442-89.8% | $147,584-88.2% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 21.69% | 257.29%-235.6pp | 205.93%-184.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $998 | $6,184-83.9% | $5,433-81.6% | $4,876-79.5% |
| Participant deferral / active EE | $5,595 | $5,629-0.6% | $4,939+13.3% | $5,439+2.9% |
| Admin fee / account holder | $241 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |