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 | $13,348 | $100,041-86.7% | $149,718-91.1% | $70,131-81.0% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 24.83% | 27.43%-2.6pp | 1501.63%-1476.8pp | 73.14%-48.3pp |
| Employer contribution / active EE | $926 | $3,662-74.7% | $5,445-83.0% | $2,342-60.5% |
| Participant deferral / active EE | $4,555 | $4,983-8.6% | $6,569-30.7% | $3,332+36.7% |
| Admin fee / account holder | $141 | $8,286-98.3% | $11,283-98.8% | $4,645-97.0% |