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 | $25,692 | $87,841-70.8% | $133,980-80.8% | $62,891-59.1% |
| Participation rate | 70.3% | 83.4%-13.1pp | 87.1%-16.8pp | 69.3%+1.0pp |
| Annual return | 7.62% | 12.05%-4.4pp | 29.30%-21.7pp | 20.14%-12.5pp |
| Employer contribution / active EE | $965 | $3,483-72.3% | $5,211-81.5% | $2,281-57.7% |
| Participant deferral / active EE | $2,461 | $4,812-48.9% | $6,282-60.8% | $3,203-23.2% |
| Admin fee / account holder | $52 | $5,371-99.0% | $9,324-99.4% | $4,296-98.8% |