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 | $31,412 | $198,466-84.2% | $170,442-81.6% | $147,584-78.7% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 28.41% | 257.29%-228.9pp | 205.93%-177.5pp | 578.55%-550.1pp |
| Employer contribution / active EE | $1,143 | $6,184-81.5% | $5,433-79.0% | $4,876-76.6% |
| Participant deferral / active EE | $8,464 | $5,629+50.4% | $4,939+71.4% | $5,439+55.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |