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 | $4,713 | $100,901-95.3% | $75,670-93.8% | $147,584-96.8% |
| Participation rate | 80.0% | 77.1%+2.9pp | 72.3%+7.7pp | 82.8%-2.8pp |
| Annual return | 134.44% | 35.78%+98.7pp | 27.34%+107.1pp | 578.55%-444.1pp |
| Employer contribution / active EE | $69 | $3,253-97.9% | $2,352-97.1% | $4,876-98.6% |
| Participant deferral / active EE | $3,133 | $4,027-22.2% | $3,142-0.3% | $5,439-42.4% |
| Admin fee / account holder | $69 | $11,285-99.4% | $5,800-98.8% | $10,885-99.4% |