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 | $8,465 | $153,772-94.5% | $133,980-93.7% | $273,961-96.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 73.46% | 36.51%+36.9pp | 29.30%+44.2pp | 41.45%+32.0pp |
| Employer contribution / active EE | $839 | $6,029-86.1% | $5,211-83.9% | $4,869-82.8% |
| Participant deferral / active EE | $6,542 | $6,958-6.0% | $6,282+4.1% | $5,287+23.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |