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 | $9,288 | $198,466-95.3% | $170,442-94.6% | $147,584-93.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 26.47% | 257.29%-230.8pp | 205.93%-179.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $131 | $6,184-97.9% | $5,433-97.6% | $4,876-97.3% |
| Participant deferral / active EE | $4,355 | $5,629-22.6% | $4,939-11.8% | $5,439-19.9% |
| Admin fee / account holder | $26 | $16,852-99.8% | $13,880-99.8% | $10,885-99.8% |