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 | $346,099 | $281,394+23.0% | $270,125+28.1% | $350,408-1.2% |
| Participation rate | 100.0% | 44.3%+55.7pp | 35.7%+64.3pp | 44.4%+55.6pp |
| Annual return | -6.88% | -41.91%+35.0pp | -38.85%+32.0pp | -14.65%+7.8pp |
| Employer contribution / active EE | $7,000 | $40,094-82.5% | $37,752-81.5% | $46,320-84.9% |
| Participant deferral / active EE | $21,000 | $13+158908.7% | $16+134008.6% | $60+34953.7% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,631-100.0% |