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 | $10,370 | $181,894-94.3% | $156,549-93.4% | $273,961-96.2% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 95.99% | 30.74%+65.3pp | 32.23%+63.8pp | 41.45%+54.5pp |
| Employer contribution / active EE | $368 | $6,248-94.1% | $5,501-93.3% | $4,869-92.4% |
| Participant deferral / active EE | $2,274 | $5,550-59.0% | $4,871-53.3% | $5,287-57.0% |
| Admin fee / account holder | $32 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |