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 | $20,291 | $176,812-88.5% | $146,665-86.2% | $167,490-87.9% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.8pp |
| Annual return | 15.44% | 24.03%-8.6pp | 22.74%-7.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $342 | $5,160-93.4% | $4,136-91.7% | $4,837-92.9% |
| Participant deferral / active EE | $2,957 | $6,440-54.1% | $5,506-46.3% | $6,341-53.4% |
| Admin fee / account holder | $6 | $13,259-100.0% | $10,280-99.9% | $12,309-100.0% |