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 | $5,042 | $105,859-95.2% | $90,160-94.4% | $147,584-96.6% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.1pp | 82.8%-10.1pp |
| Annual return | 46.66% | 37.63%+9.0pp | 34.88%+11.8pp | 578.55%-531.9pp |
| Employer contribution / active EE | $258 | $4,126-93.8% | $3,318-92.2% | $4,876-94.7% |
| Participant deferral / active EE | $2,719 | $5,733-52.6% | $5,288-48.6% | $5,439-50.0% |
| Admin fee / account holder | $12 | $8,046-99.8% | $5,943-99.8% | $10,885-99.9% |