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 | $4,221 | $135,952-96.9% | $123,892-96.6% | $273,961-98.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 18.31% | 56.63%-38.3pp | 47.52%-29.2pp | 41.45%-23.1pp |
| Employer contribution / active EE | $384 | $5,170-92.6% | $4,617-91.7% | $4,869-92.1% |
| Participant deferral / active EE | $3,815 | $6,343-39.9% | $5,984-36.2% | $5,287-27.8% |
| Admin fee / account holder | $26 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |