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 | $46,208 | $243,530-81.0% | $46,2080% | $243,530-81.0% |
| Participation rate | 100.0% | 93.6%+6.4pp | 100.0%0pp | 93.6%+6.4pp |
| Annual return | 14.54% | 7.91%+6.6pp | 10.19%+4.3pp | 7.91%+6.6pp |
| Employer contribution / active EE | $252 | $20,023-98.7% | $126+100.0% | $20,023-98.7% |
| Participant deferral / active EE | $0 | $11,300-100.0% | $0 | $11,300-100.0% |
| Admin fee / account holder | $0 | $64,087-100.0% | - | $64,087-100.0% |