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 | $18,478 | $181,894-89.8% | $156,549-88.2% | $273,961-93.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.59% | 30.74%-25.1pp | 32.23%-26.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $864 | $6,248-86.2% | $5,501-84.3% | $4,869-82.3% |
| Participant deferral / active EE | $5,012 | $5,550-9.7% | $4,871+2.9% | $5,287-5.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |