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 | $10,381 | $71,809-85.5% | $61,048-83.0% | $152,861-93.2% |
| Participation rate | 92.9% | 84.2%+8.7pp | 79.3%+13.5pp | 82.4%+10.4pp |
| Annual return | 20.07% | 29.74%-9.7pp | 26.18%-6.1pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,320 | $4,545-70.9% | $3,716-64.5% | $4,762-72.3% |
| Participant deferral / active EE | $1,584 | $5,467-71.0% | $4,470-64.6% | $5,850-72.9% |
| Admin fee / account holder | $276 | $4,750-94.2% | $3,728-92.6% | $11,596-97.6% |