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 | $4,602 | $56,897-91.9% | $84,750-94.6% | $62,891-92.7% |
| Participation rate | 91.7% | 68.5%+23.1pp | 76.6%+15.1pp | 69.3%+22.4pp |
| Annual return | 12.11% | 6.30%+5.8pp | 22.78%-10.7pp | 20.14%-8.0pp |
| Employer contribution / active EE | $343 | $2,400-85.7% | $3,574-90.4% | $2,281-85.0% |
| Participant deferral / active EE | $1,804 | $2,709-33.4% | $3,712-51.4% | $3,203-43.7% |
| Admin fee / account holder | $147 | $3,581-95.9% | $5,332-97.2% | $4,296-96.6% |