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 | $15,479 | $118,450-86.9% | $98,439-84.3% | $139,434-88.9% |
| Participation rate | 77.8% | 77.4%+0.3pp | 75.2%+2.6pp | 80.3%-2.5pp |
| Annual return | 21.95% | 18.94%+3.0pp | 21.16%+0.8pp | 372.94%-351.0pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,464 | $5,392-72.8% | $4,738-69.1% | $6,710-78.2% |
| Admin fee / account holder | $179 | $14,026-98.7% | $8,948-98.0% | $11,403-98.4% |