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 | $19,253 | $198,466-90.3% | $170,442-88.7% | $147,584-87.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 32.72% | 257.29%-224.6pp | 205.93%-173.2pp | 578.55%-545.8pp |
| Employer contribution / active EE | $1,101 | $6,184-82.2% | $5,433-79.7% | $4,876-77.4% |
| Participant deferral / active EE | $7,716 | $5,629+37.1% | $4,939+56.2% | $5,439+41.9% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |