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 | $9,754 | $88,707-89.0% | $74,183-86.9% | $273,961-96.4% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 9.25% | 11.94%-2.7pp | 17.74%-8.5pp | 41.45%-32.2pp |
| Employer contribution / active EE | $263 | $3,159-91.7% | $2,370-88.9% | $4,869-94.6% |
| Participant deferral / active EE | $2,554 | $4,212-39.4% | $3,550-28.0% | $5,287-51.7% |
| Admin fee / account holder | $110 | $8,717-98.7% | $5,586-98.0% | $10,132-98.9% |