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 | $15,824 | $175,202-91.0% | $149,673-89.4% | $139,434-88.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 17.44% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,041 | $5,474-81.0% | $4,818-78.4% | $4,751-78.1% |
| Participant deferral / active EE | $4,824 | $6,519-26.0% | $5,680-15.1% | $6,710-28.1% |
| Admin fee / account holder | $31 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |