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 | $26,436 | $69,977-62.2% | $108,579-75.7% | $62,891-58.0% |
| Participation rate | 76.7% | 72.9%+3.8pp | 79.6%-2.9pp | 69.3%+7.4pp |
| Annual return | 9.35% | 10.73%-1.4pp | -51.70%+61.0pp | 20.14%-10.8pp |
| Employer contribution / active EE | $376 | $2,135-82.4% | $3,758-90.0% | $2,281-83.5% |
| Participant deferral / active EE | $1,994 | $3,165-37.0% | $4,311-53.7% | $3,203-37.7% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |