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 | $32,770 | $203,436-83.9% | $152,466-78.5% | $167,490-80.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 14.52% | 13.80%+0.7pp | 757.33%-742.8pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,133 | $5,220-78.3% | $4,327-73.8% | $4,837-76.6% |
| Participant deferral / active EE | $2,265 | $6,716-66.3% | $5,820-61.1% | $6,341-64.3% |
| Admin fee / account holder | $0 | $22,506-100.0% | $15,805-100.0% | $12,309-100.0% |