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 | $7,372 | $153,772-95.2% | $133,980-94.5% | $273,961-97.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 32.94% | 36.51%-3.6pp | 29.30%+3.6pp | 41.45%-8.5pp |
| Employer contribution / active EE | $639 | $6,029-89.4% | $5,211-87.7% | $4,869-86.9% |
| Participant deferral / active EE | $4,617 | $6,958-33.7% | $6,282-26.5% | $5,287-12.7% |
| Admin fee / account holder | $33 | $11,765-99.7% | $9,324-99.7% | $10,132-99.7% |