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 | $9,568 | $77,634-87.7% | $156,549-93.9% | $62,891-84.8% |
| Participation rate | 70.0% | 71.2%-1.2pp | 84.0%-14.0pp | 69.3%+0.7pp |
| Annual return | 5.54% | 50.32%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $138 | $3,444-96.0% | $5,501-97.5% | $2,281-94.0% |
| Participant deferral / active EE | $1,034 | $3,045-66.1% | $4,871-78.8% | $3,203-67.7% |
| Admin fee / account holder | $121 | $5,561-97.8% | $13,027-99.1% | $4,296-97.2% |