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 | $14,536 | $181,894-92.0% | $156,549-90.7% | $273,961-94.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.95% | 30.74%-18.8pp | 32.23%-20.3pp | 41.45%-29.5pp |
| Employer contribution / active EE | $957 | $6,248-84.7% | $5,501-82.6% | $4,869-80.3% |
| Participant deferral / active EE | $4,239 | $5,550-23.6% | $4,871-13.0% | $5,287-19.8% |
| Admin fee / account holder | $77 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |