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 | $12,766 | $181,894-93.0% | $156,549-91.8% | $273,961-95.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 11.31% | 30.74%-19.4pp | 32.23%-20.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,013 | $6,248-83.8% | $5,501-81.6% | $4,869-79.2% |
| Participant deferral / active EE | $6,518 | $5,550+17.4% | $4,871+33.8% | $5,287+23.3% |
| Admin fee / account holder | $149 | $15,559-99.0% | $13,027-98.9% | $10,132-98.5% |