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 | $341,590 | $239,436+42.7% | $227,282+50.3% | $286,844+19.1% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 15.47% | 10.53%+4.9pp | 10.75%+4.7pp | 9.30%+6.2pp |
| Employer contribution / active EE | $7,000 | $37,400-81.3% | $35,162-80.1% | $43,742-84.0% |
| Participant deferral / active EE | $21,000 | $82+25585.7% | $82+25459.0% | $83+25290.1% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |