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 3-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 | $17,947 | $214,378-91.6% | $200,582-91.1% | $142,382-87.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.61% | 46.41%-25.8pp | 42.33%-21.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,046 | $6,841-84.7% | $6,419-83.7% | $4,299-75.7% |
| Participant deferral / active EE | $9,205 | $9,865-6.7% | $9,331-1.4% | $6,507+41.5% |
| Admin fee / account holder | $59 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |