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 | $30,492 | $181,894-83.2% | $156,549-80.5% | $273,961-88.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.47% | 30.74%-20.3pp | 32.23%-21.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $289 | $6,248-95.4% | $5,501-94.7% | $4,869-94.1% |
| Participant deferral / active EE | $6,067 | $5,550+9.3% | $4,871+24.5% | $5,287+14.7% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |