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 | $28,231 | $153,772-81.6% | $133,980-78.9% | $273,961-89.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.44% | 36.51%-22.1pp | 29.30%-14.9pp | 41.45%-27.0pp |
| Employer contribution / active EE | $1,004 | $6,029-83.4% | $5,211-80.7% | $4,869-79.4% |
| Participant deferral / active EE | $6,352 | $6,958-8.7% | $6,282+1.1% | $5,287+20.1% |
| Admin fee / account holder | $17 | $11,765-99.9% | $9,324-99.8% | $10,132-99.8% |