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 | $19,737 | $76,367-74.2% | $93,606-78.9% | $72,985-73.0% |
| Participation rate | 72.3% | 71.7%+0.6pp | 75.8%-3.5pp | 69.5%+2.9pp |
| Annual return | 21.07% | 25.82%-4.8pp | 32.76%-11.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $269 | $2,275-88.2% | $2,718-90.1% | $2,440-89.0% |
| Participant deferral / active EE | $1,795 | $3,538-49.3% | $4,069-55.9% | $3,607-50.3% |
| Admin fee / account holder | $203 | $6,838-97.0% | $7,888-97.4% | $5,124-96.0% |