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 | $21,530 | $197,591-89.1% | $177,821-87.9% | $158,922-86.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 26.36% | 58.76%-32.4pp | 48.32%-22.0pp | 302.83%-276.5pp |
| Employer contribution / active EE | $561 | $6,697-91.6% | $5,918-90.5% | $4,761-88.2% |
| Participant deferral / active EE | $3,250 | $8,405-61.3% | $7,714-57.9% | $5,982-45.7% |
| Admin fee / account holder | $19 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |