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 | $15,748 | $321,431-95.1% | $308,850-94.9% | $248,183-93.7% |
| Participation rate | 100.0% | 52.9%+47.1pp | 48.5%+51.5pp | 45.9%+54.1pp |
| Annual return | 22.33% | 14.95%+7.4pp | 14.41%+7.9pp | 10.21%+12.1pp |
| Employer contribution / active EE | $5,283 | $48,159-89.0% | $45,283-88.3% | $42,272-87.5% |
| Participant deferral / active EE | $3,047 | $124+2349.7% | $125+2335.2% | $121+2424.1% |
| Admin fee / account holder | $0 | $8,071-100.0% | $9,941-100.0% | $13,518-100.0% |