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 | $22,617 | $309,303-92.7% | $420,196-94.6% | $309,303-92.7% |
| Participation rate | 100.0% | 96.2%+3.8pp | 100.0%0pp | 96.2%+3.8pp |
| Annual return | 20.80% | 6.50%+14.3pp | 9.58%+11.2pp | 6.50%+14.3pp |
| Employer contribution / active EE | $1,236 | $25,613-95.2% | $15,604-92.1% | $25,613-95.2% |
| Participant deferral / active EE | $16,590 | $6,481+156.0% | $7,731+114.6% | $6,481+156.0% |
| Admin fee / account holder | $0 | $31,748-100.0% | $3,510-100.0% | $31,748-100.0% |