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 | $23,766 | $202,318-88.3% | $172,739-86.2% | $152,861-84.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.58% | 1029.65%-1008.1pp | 802.84%-781.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $165 | $5,856-97.2% | $5,143-96.8% | $4,762-96.5% |
| Participant deferral / active EE | $6,565 | $5,948+10.4% | $5,198+26.3% | $5,850+12.2% |
| Admin fee / account holder | $197 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |