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 | $25,667 | $202,318-87.3% | $172,739-85.1% | $152,861-83.2% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.4%-10.2pp |
| Annual return | 29.81% | 1029.65%-999.8pp | 802.84%-773.0pp | 345.32%-315.5pp |
| Employer contribution / active EE | $1,107 | $5,856-81.1% | $5,143-78.5% | $4,762-76.8% |
| Participant deferral / active EE | $3,101 | $5,948-47.9% | $5,198-40.3% | $5,850-47.0% |
| Admin fee / account holder | $163 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |