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 | $98,037 | $150,431-34.8% | $131,982-25.7% | $357,791-72.6% |
| Participation rate | 75.0% | 86.5%-11.5pp | 86.8%-11.8pp | 85.6%-10.6pp |
| Annual return | 18.04% | -6.42%+24.5pp | -4.02%+22.1pp | 396.79%-378.8pp |
| Employer contribution / active EE | $3,100 | $3,938-21.3% | $3,768-17.7% | $7,508-58.7% |
| Participant deferral / active EE | $6,199 | $4,015+54.4% | $3,959+56.6% | $5,521+12.3% |
| Admin fee / account holder | $0 | $8,260-100.0% | $6,995-100.0% | $28,387-100.0% |