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 | $14,764 | $67,411-78.1% | $91,001-83.8% | $70,131-78.9% |
| Participation rate | 73.8% | 71.4%+2.4pp | 75.6%-1.8pp | 69.5%+4.3pp |
| Annual return | 115.04% | -40.16%+155.2pp | 4.60%+110.4pp | 73.14%+41.9pp |
| Employer contribution / active EE | $318 | $1,786-82.2% | $2,456-87.1% | $2,342-86.4% |
| Participant deferral / active EE | $2,119 | $2,823-24.9% | $3,547-40.3% | $3,332-36.4% |
| Admin fee / account holder | $265 | $4,236-93.7% | $5,417-95.1% | $4,645-94.3% |