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 | $18,787 | $127,386-85.3% | $115,037-83.7% | $125,391-85.0% |
| Participation rate | 81.3% | 84.2%-2.9pp | 81.4%-0.1pp | 83.2%-1.9pp |
| Annual return | -2.41% | 31.28%-33.7pp | 26.14%-28.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $456 | $5,166-91.2% | $4,608-90.1% | $4,866-90.6% |
| Participant deferral / active EE | $5,041 | $6,423-21.5% | $6,026-16.4% | $5,352-5.8% |
| Admin fee / account holder | $1 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |