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 | $8,810 | $45,035-80.4% | $62,995-86.0% | $70,131-87.4% |
| Participation rate | 90.6% | 69.5%+21.0pp | 74.8%+15.8pp | 69.5%+21.0pp |
| Annual return | 21.45% | 18.76%+2.7pp | 87.57%-66.1pp | 73.14%-51.7pp |
| Employer contribution / active EE | $193 | $2,051-90.6% | $2,759-93.0% | $2,342-91.8% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $41 | $2,834-98.6% | $3,600-98.9% | $4,645-99.1% |