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 | $438,206 | $262,251+67.1% | $250,986+74.6% | $287,075+52.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.8%+44.2pp |
| Annual return | 18.52% | 34.46%-15.9pp | 32.30%-13.8pp | 24.42%-5.9pp |
| Employer contribution / active EE | $7,000 | $35,995-80.6% | $33,955-79.4% | $41,338-83.1% |
| Participant deferral / active EE | $21,000 | $42+49654.1% | $43+49260.8% | $55+37888.4% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,079-100.0% |