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 | $23,771 | $168,632-85.9% | $147,614-83.9% | $125,391-81.0% |
| Participation rate | 78.6% | 88.8%-10.2pp | 84.6%-6.0pp | 83.2%-4.6pp |
| Annual return | 182.96% | 77.65%+105.3pp | 61.98%+121.0pp | 282.22%-99.3pp |
| Employer contribution / active EE | $1,140 | $6,252-81.8% | $5,564-79.5% | $4,866-76.6% |
| Participant deferral / active EE | $2,481 | $5,507-54.9% | $4,895-49.3% | $5,352-53.6% |
| Admin fee / account holder | $50 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |