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 | $19,399 | $140,588-86.2% | $123,104-84.2% | $125,391-84.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.54% | 16.80%-18.3pp | 13.22%-14.8pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,094 | $6,041-81.9% | $5,151-78.8% | $4,866-77.5% |
| Participant deferral / active EE | $5,713 | $6,980-18.2% | $6,230-8.3% | $5,352+6.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |