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 | $14,892 | $171,865-91.3% | $149,718-90.1% | $147,584-89.9% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 37.13% | 2113.22%-2076.1pp | 1501.63%-1464.5pp | 578.55%-541.4pp |
| Employer contribution / active EE | $648 | $6,275-89.7% | $5,445-88.1% | $4,876-86.7% |
| Participant deferral / active EE | $2,982 | $7,271-59.0% | $6,569-54.6% | $5,439-45.2% |
| Admin fee / account holder | $162 | $13,799-98.8% | $11,283-98.6% | $10,885-98.5% |