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 | $20,033 | $198,466-89.9% | $170,442-88.2% | $147,584-86.4% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 17.59% | 257.29%-239.7pp | 205.93%-188.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $822 | $6,184-86.7% | $5,433-84.9% | $4,876-83.1% |
| Participant deferral / active EE | $2,242 | $5,629-60.2% | $4,939-54.6% | $5,439-58.8% |
| Admin fee / account holder | $99 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |