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 | $19,078 | $77,813-75.5% | $123,544-84.6% | $64,186-70.3% |
| Participation rate | 96.1% | 74.7%+21.4pp | 82.3%+13.8pp | 69.6%+26.5pp |
| Annual return | 128.91% | 12.48%+116.4pp | 119.20%+9.7pp | 7.63%+121.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,894 | $5,240+107.9% | $6,426+69.5% | $3,470+214.0% |
| Admin fee / account holder | $119 | $5,519-97.8% | $9,284-98.7% | $4,888-97.6% |