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 | $3,421 | $77,634-95.6% | $156,549-97.8% | $62,891-94.6% |
| Participation rate | 93.6% | 71.2%+22.4pp | 84.0%+9.6pp | 69.3%+24.3pp |
| Annual return | 22.39% | 50.32%-27.9pp | 32.23%-9.8pp | 20.14%+2.3pp |
| Employer contribution / active EE | $209 | $3,444-93.9% | $5,501-96.2% | $2,281-90.8% |
| Participant deferral / active EE | $2,145 | $3,045-29.6% | $4,871-56.0% | $3,203-33.0% |
| Admin fee / account holder | $124 | $5,561-97.8% | $13,027-99.0% | $4,296-97.1% |