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 | $14,331 | $86,286-83.4% | $111,297-87.1% | $85,850-83.3% |
| Participation rate | 97.1% | 73.3%+23.7pp | 77.3%+19.7pp | 69.3%+27.7pp |
| Annual return | 21.42% | 19.99%+1.4pp | 54.65%-33.2pp | 318.53%-297.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,956 | $3,641-46.3% | $4,487-56.4% | $3,952-50.5% |
| Admin fee / account holder | $121 | $8,188-98.5% | $7,964-98.5% | $6,260-98.1% |