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 | $4,259 | $232,540-98.2% | $185,117-97.7% | $147,584-97.1% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 26.70% | 43.03%-16.3pp | 40.50%-13.8pp | 578.55%-551.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,287 | $5,834-60.8% | $5,045-54.7% | $5,439-57.9% |
| Admin fee / account holder | $20 | $10,275-99.8% | $8,159-99.8% | $10,885-99.8% |