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 | $6,918 | $181,894-96.2% | $156,549-95.6% | $273,961-97.5% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 17.55% | 30.74%-13.2pp | 32.23%-14.7pp | 41.45%-23.9pp |
| Employer contribution / active EE | $1,187 | $6,248-81.0% | $5,501-78.4% | $4,869-75.6% |
| Participant deferral / active EE | $2,192 | $5,550-60.5% | $4,871-55.0% | $5,287-58.5% |
| Admin fee / account holder | $92 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |