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 | $11,879 | $202,318-94.1% | $172,739-93.1% | $152,861-92.2% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.4%+2.6pp |
| Annual return | 25.49% | 1029.65%-1004.2pp | 802.84%-777.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $660 | $5,856-88.7% | $5,143-87.2% | $4,762-86.1% |
| Participant deferral / active EE | $2,259 | $5,948-62.0% | $5,198-56.5% | $5,850-61.4% |
| Admin fee / account holder | $25 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |