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 | $11,091 | $54,541-79.7% | $78,778-85.9% | $70,131-84.2% |
| Participation rate | 90.3% | 60.8%+29.5pp | 69.2%+21.1pp | 69.5%+20.8pp |
| Annual return | 27.06% | 21.07%+6.0pp | 35.62%-8.6pp | 73.14%-46.1pp |
| Employer contribution / active EE | $170 | $1,089-84.4% | $1,986-91.5% | $2,342-92.8% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $84 | $3,709-97.7% | $5,134-98.4% | $4,645-98.2% |