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 | $13,983 | $198,466-93.0% | $170,442-91.8% | $147,584-90.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 20.71% | 257.29%-236.6pp | 205.93%-185.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $830 | $6,184-86.6% | $5,433-84.7% | $4,876-83.0% |
| Participant deferral / active EE | $4,687 | $5,629-16.7% | $4,939-5.1% | $5,439-13.8% |
| Admin fee / account holder | $291 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |