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 | $25,887 | $202,318-87.2% | $172,739-85.0% | $152,861-83.1% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.4%+2.6pp |
| Annual return | 24.19% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.1pp |
| Employer contribution / active EE | $821 | $5,856-86.0% | $5,143-84.0% | $4,762-82.8% |
| Participant deferral / active EE | $2,441 | $5,948-59.0% | $5,198-53.0% | $5,850-58.3% |
| Admin fee / account holder | $149 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |