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 | $8,686 | $65,365-86.7% | $92,893-90.6% | $72,985-88.1% |
| Participation rate | 84.0% | 68.3%+15.7pp | 76.0%+8.0pp | 69.5%+14.5pp |
| Annual return | 26.72% | 42.10%-15.4pp | 109.41%-82.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $316 | $2,594-87.8% | $3,653-91.4% | $2,440-87.1% |
| Participant deferral / active EE | $1,738 | $3,128-44.4% | $4,236-59.0% | $3,607-51.8% |
| Admin fee / account holder | $200 | $4,251-95.3% | $5,794-96.5% | $5,124-96.1% |