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 | $13,155 | $202,318-93.5% | $172,739-92.4% | $152,861-91.4% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 18.55% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $860 | $5,856-85.3% | $5,143-83.3% | $4,762-81.9% |
| Participant deferral / active EE | $2,377 | $5,948-60.0% | $5,198-54.3% | $5,850-59.4% |
| Admin fee / account holder | $88 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |