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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,579 | $224,072+21.2% | $220,428+23.2% | $254,510+6.7% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 16.80% | 99.73%-82.9pp | 90.60%-73.8pp | 259.13%-242.3pp |
| Employer contribution / active EE | $7,000 | $35,076-80.0% | $32,727-78.6% | $41,469-83.1% |
| Participant deferral / active EE | $21,000 | $39+53953.3% | $40+52951.8% | $153+13619.7% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |