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 | $22,406 | $153,772-85.4% | $133,980-83.3% | $273,961-91.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.31% | 36.51%-23.2pp | 29.30%-16.0pp | 41.45%-28.1pp |
| Employer contribution / active EE | $1,000 | $6,029-83.4% | $5,211-80.8% | $4,869-79.5% |
| Participant deferral / active EE | $9,488 | $6,958+36.3% | $6,282+51.0% | $5,287+79.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |