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 | $208,550 | $212,470-1.8% | $428,620-51.3% | $254,542-18.1% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.4%+52.6pp |
| Annual return | 27.03% | 21.43%+5.6pp | 20.73%+6.3pp | 12.16%+14.9pp |
| Employer contribution / active EE | $7,000 | $39,469-82.3% | $36,500-80.8% | $44,746-84.4% |
| Participant deferral / active EE | $21,000 | $80+26300.0% | $77+27050.0% | $170+12227.7% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |