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 | $15,264 | $85,766-82.2% | $136,294-88.8% | $70,131-78.2% |
| Participation rate | 76.0% | 74.2%+1.8pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 25.04% | 31.45%-6.4pp | 5155.94%-5130.9pp | 73.14%-48.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,365 | $5,051-33.4% | $6,247-46.1% | $3,332+1.0% |
| Admin fee / account holder | $91 | $5,420-98.3% | $9,243-99.0% | $4,645-98.0% |