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 | $24,041 | $181,894-86.8% | $156,549-84.6% | $273,961-91.2% |
| Participation rate | 73.3% | 88.4%-15.1pp | 84.0%-10.7pp | 83.0%-9.7pp |
| Annual return | 8.39% | 30.74%-22.4pp | 32.23%-23.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,301 | $6,248-79.2% | $5,501-76.3% | $4,869-73.3% |
| Participant deferral / active EE | $3,086 | $5,550-44.4% | $4,871-36.7% | $5,287-41.6% |
| Admin fee / account holder | $10 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |