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 | $22,176 | $112,096-80.2% | $95,952-76.9% | $158,922-86.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.57% | 171.09%-156.5pp | 91.61%-77.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $463 | $3,198-85.5% | $2,541-81.8% | $4,761-90.3% |
| Participant deferral / active EE | $2,264 | $4,784-52.7% | $4,167-45.7% | $5,982-62.2% |
| Admin fee / account holder | $264 | $10,130-97.4% | $6,795-96.1% | $11,246-97.7% |