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 | $20,514 | $198,466-89.7% | $170,442-88.0% | $147,584-86.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.23% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $625 | $6,184-89.9% | $5,433-88.5% | $4,876-87.2% |
| Participant deferral / active EE | $2,978 | $5,629-47.1% | $4,939-39.7% | $5,439-45.3% |
| Admin fee / account holder | $229 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |