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 9-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 | $16,526 | $123,793-86.7% | $177,821-90.7% | $79,858-79.3% |
| Participation rate | 85.3% | 84.7%+0.6pp | 87.7%-2.4pp | 69.6%+15.7pp |
| Annual return | 33.95% | 22.82%+11.1pp | 48.32%-14.4pp | 31.71%+2.2pp |
| Employer contribution / active EE | $882 | $4,095-78.5% | $5,918-85.1% | $2,471-64.3% |
| Participant deferral / active EE | $2,846 | $5,956-52.2% | $7,714-63.1% | $3,740-23.9% |
| Admin fee / account holder | $35 | $7,243-99.5% | $12,427-99.7% | $5,306-99.3% |