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 | $20,786 | $185,822-88.8% | $169,993-87.8% | $139,434-85.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.56% | 60.50%-44.9pp | 53.37%-37.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,032 | $7,590-86.4% | $6,785-84.8% | $4,751-78.3% |
| Participant deferral / active EE | $7,500 | $11,622-35.5% | $10,408-27.9% | $6,710+11.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |