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 | $10,915 | $45,073-75.8% | $69,455-84.3% | $72,985-85.0% |
| Participation rate | 89.8% | 68.5%+21.3pp | 74.6%+15.2pp | 69.5%+20.3pp |
| Annual return | 24.48% | 22.65%+1.8pp | 28.97%-4.5pp | 81.00%-56.5pp |
| Employer contribution / active EE | $182 | $2,054-91.1% | $2,779-93.4% | $2,440-92.5% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $99 | $3,056-96.8% | $3,839-97.4% | $5,124-98.1% |