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 | $47,599 | $293,860-83.8% | $237,244-79.9% | $357,791-86.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 80.3%-5.3pp | 85.6%-10.6pp |
| Annual return | 14.76% | 4677.97%-4663.2pp | 4131.29%-4116.5pp | 396.79%-382.0pp |
| Employer contribution / active EE | $1,250 | $5,523-77.4% | $4,351-71.3% | $7,508-83.4% |
| Participant deferral / active EE | $0 | $4,397-100.0% | $4,056-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $21,223-100.0% | $18,030-100.0% | $28,387-100.0% |