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 | $22,396 | $181,894-87.7% | $156,549-85.7% | $273,961-91.8% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 6.83% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $834 | $6,248-86.7% | $5,501-84.8% | $4,869-82.9% |
| Participant deferral / active EE | $5,162 | $5,550-7.0% | $4,871+6.0% | $5,287-2.4% |
| Admin fee / account holder | $297 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |