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 | $11,040 | $112,096-90.2% | $95,952-88.5% | $158,922-93.1% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 28.11% | 171.09%-143.0pp | 91.61%-63.5pp | 302.83%-274.7pp |
| Employer contribution / active EE | $34 | $3,198-99.0% | $2,541-98.7% | $4,761-99.3% |
| Participant deferral / active EE | $3,250 | $4,784-32.1% | $4,167-22.0% | $5,982-45.7% |
| Admin fee / account holder | $17 | $10,130-99.8% | $6,795-99.8% | $11,246-99.8% |