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 | $17,042 | $65,561-74.0% | $86,188-80.2% | $75,163-77.3% |
| Participation rate | 75.9% | 60.5%+15.4pp | 69.0%+6.9pp | 67.2%+8.7pp |
| Annual return | 13.09% | 46.05%-33.0pp | 1168.45%-1155.4pp | 160.62%-147.5pp |
| Employer contribution / active EE | $170 | $1,553-89.1% | $2,380-92.9% | $2,670-93.6% |
| Participant deferral / active EE | $1,208 | $3,024-60.1% | $3,985-69.7% | $4,125-70.7% |
| Admin fee / account holder | $153 | $5,474-97.2% | $6,852-97.8% | $5,651-97.3% |