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 | $7,702 | $153,772-95.0% | $133,980-94.3% | $273,961-97.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 22.56% | 36.51%-13.9pp | 29.30%-6.7pp | 41.45%-18.9pp |
| Employer contribution / active EE | $1,088 | $6,029-81.9% | $5,211-79.1% | $4,869-77.6% |
| Participant deferral / active EE | $3,207 | $6,958-53.9% | $6,282-49.0% | $5,287-39.4% |
| Admin fee / account holder | $84 | $11,765-99.3% | $9,324-99.1% | $10,132-99.2% |