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 | $25,031 | $180,449-86.1% | $154,107-83.8% | $135,375-81.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.99% | 888.09%-879.1pp | 735.12%-726.1pp | 519.73%-510.7pp |
| Employer contribution / active EE | $832 | $6,035-86.2% | $5,298-84.3% | $4,779-82.6% |
| Participant deferral / active EE | $3,321 | $5,806-42.8% | $5,081-34.6% | $5,609-40.8% |
| Admin fee / account holder | $240 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |