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 8-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 | $52,836 | $293,860-82.0% | $237,244-77.7% | $357,791-85.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 21.13% | 4677.97%-4656.8pp | 4131.29%-4110.2pp | 396.79%-375.7pp |
| Employer contribution / active EE | $3,324 | $5,523-39.8% | $4,351-23.6% | $7,508-55.7% |
| Participant deferral / active EE | $8,833 | $4,397+100.9% | $4,056+117.8% | $5,521+60.0% |
| Admin fee / account holder | $20 | $21,223-99.9% | $18,030-99.9% | $28,387-99.9% |