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 | $136,309 | $252,625-46.0% | $220,144-38.1% | $382,429-64.4% |
| Participation rate | 100.0% | 88.1%+11.9pp | 84.8%+15.2pp | 87.7%+12.3pp |
| Annual return | 12.97% | -1.59%+14.6pp | -0.63%+13.6pp | 248.85%-235.9pp |
| Employer contribution / active EE | $1,691 | $7,607-77.8% | $6,623-74.5% | $8,036-79.0% |
| Participant deferral / active EE | $0 | $4,939-100.0% | $4,718-100.0% | $5,727-100.0% |
| Admin fee / account holder | $170 | $17,846-99.0% | $15,617-98.9% | $30,732-99.4% |