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 | $49,274 | $575,287-91.4% | $727,807-93.2% | $575,287-91.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 79.1%+20.9pp | 88.5%+11.5pp |
| Annual return | 8.11% | 7.52%+0.6pp | 11.76%-3.6pp | 7.52%+0.6pp |
| Employer contribution / active EE | $806 | $26,761-97.0% | $20,120-96.0% | $26,761-97.0% |
| Participant deferral / active EE | $2,626 | $6,006-56.3% | $1,216+115.9% | $6,006-56.3% |
| Admin fee / account holder | $0 | $17,721-100.0% | $7,460-100.0% | $17,721-100.0% |