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 9-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 | $10,204 | $202,318-95.0% | $172,739-94.1% | $152,861-93.3% |
| Participation rate | 73.7% | 87.1%-13.4pp | 82.6%-9.0pp | 82.4%-8.8pp |
| Annual return | 18.09% | 1029.65%-1011.6pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $815 | $5,856-86.1% | $5,143-84.2% | $4,762-82.9% |
| Participant deferral / active EE | $2,978 | $5,948-49.9% | $5,198-42.7% | $5,850-49.1% |
| Admin fee / account holder | $1 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |