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 | $14,908 | $88,707-83.2% | $74,183-79.9% | $273,961-94.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.79% | 11.94%-0.1pp | 17.74%-5.9pp | 41.45%-29.7pp |
| Employer contribution / active EE | $279 | $3,159-91.2% | $2,370-88.2% | $4,869-94.3% |
| Participant deferral / active EE | $1,806 | $4,212-57.1% | $3,550-49.1% | $5,287-65.8% |
| Admin fee / account holder | $121 | $8,717-98.6% | $5,586-97.8% | $10,132-98.8% |