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 | $498,888-90.7% | $46,2080% | $498,888-90.7% |
| Participation rate | 100.0% | 90.2%+9.8pp | 100.0%0pp | 90.2%+9.8pp |
| Annual return | 14.54% | 8.46%+6.1pp | 10.19%+4.3pp | 8.46%+6.1pp |
| Employer contribution / active EE | $252 | $28,233-99.1% | $126+100.0% | $28,233-99.1% |
| Participant deferral / active EE | $0 | $11,296-100.0% | $0 | $11,296-100.0% |
| Admin fee / account holder | $0 | $67,015-100.0% | - | $67,015-100.0% |