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 | $17,298 | $181,894-90.5% | $156,549-89.0% | $273,961-93.7% |
| Participation rate | 70.6% | 88.4%-17.8pp | 84.0%-13.4pp | 83.0%-12.4pp |
| Annual return | 836.64% | 30.74%+805.9pp | 32.23%+804.4pp | 41.45%+795.2pp |
| Employer contribution / active EE | $444 | $6,248-92.9% | $5,501-91.9% | $4,869-90.9% |
| Participant deferral / active EE | $9,658 | $5,550+74.0% | $4,871+98.3% | $5,287+82.7% |
| Admin fee / account holder | $28 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |