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 | $13,604 | $198,466-93.1% | $170,442-92.0% | $147,584-90.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.83% | 257.29%-232.5pp | 205.93%-181.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $1,255 | $6,184-79.7% | $5,433-76.9% | $4,876-74.3% |
| Participant deferral / active EE | $8,557 | $5,629+52.0% | $4,939+73.2% | $5,439+57.3% |
| Admin fee / account holder | $30 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |