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 | $4,978 | $144,119-96.5% | $117,854-95.8% | $147,584-96.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 30.29% | 531.15%-500.9pp | 335.08%-304.8pp | 578.55%-548.3pp |
| Employer contribution / active EE | $667 | $4,896-86.4% | $3,786-82.4% | $4,876-86.3% |
| Participant deferral / active EE | $2,574 | $5,316-51.6% | $4,482-42.6% | $5,439-52.7% |
| Admin fee / account holder | $233 | $10,886-97.9% | $8,020-97.1% | $10,885-97.9% |