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 | $4,364 | $153,772-97.2% | $133,980-96.7% | $273,961-98.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 228.03% | 36.51%+191.5pp | 29.30%+198.7pp | 41.45%+186.6pp |
| Employer contribution / active EE | $445 | $6,029-92.6% | $5,211-91.5% | $4,869-90.9% |
| Participant deferral / active EE | $2,441 | $6,958-64.9% | $6,282-61.1% | $5,287-53.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |