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 | $15,065 | $138,347-89.1% | $184,203-91.8% | $80,856-81.4% |
| Participation rate | 82.1% | 83.9%-1.8pp | 86.8%-4.8pp | 67.6%+14.4pp |
| Annual return | 13.67% | 20.02%-6.4pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $138 | $4,850-97.2% | $6,427-97.9% | $2,755-95.0% |
| Participant deferral / active EE | $3,717 | $7,071-47.4% | $9,131-59.3% | $4,296-13.5% |
| Admin fee / account holder | $64 | $10,483-99.4% | $13,901-99.5% | $6,918-99.1% |