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 | $17,544 | $157,256-88.8% | $141,162-87.6% | $152,861-88.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 17.55% | 64.32%-46.8pp | 71.39%-53.8pp | 345.32%-327.8pp |
| Employer contribution / active EE | $791 | $5,261-85.0% | $4,735-83.3% | $4,762-83.4% |
| Participant deferral / active EE | $10,155 | $7,109+42.8% | $6,709+51.4% | $5,850+73.6% |
| Admin fee / account holder | $243 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |