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 | $19,579 | $150,440-87.0% | $136,294-85.6% | $147,584-86.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 24.53% | 1049.08%-1024.6pp | 5155.94%-5131.4pp | 578.55%-554.0pp |
| Employer contribution / active EE | $631 | $5,256-88.0% | $4,695-86.6% | $4,876-87.1% |
| Participant deferral / active EE | $2,524 | $6,630-61.9% | $6,247-59.6% | $5,439-53.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |