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 5-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 | $14,030 | $167,484-91.6% | $151,611-90.7% | $134,475-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.18% | 7.80%-28.0pp | 3.33%-23.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,251 | $6,829-81.7% | $6,166-79.7% | $4,740-73.6% |
| Participant deferral / active EE | $6,862 | $8,986-23.6% | $8,363-17.9% | $6,400+7.2% |
| Admin fee / account holder | $86 | $13,783-99.4% | $11,616-99.3% | $11,426-99.2% |