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 | $25,403 | $202,318-87.4% | $172,739-85.3% | $152,861-83.4% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 26.78% | 1029.65%-1002.9pp | 802.84%-776.1pp | 345.32%-318.5pp |
| Employer contribution / active EE | $505 | $5,856-91.4% | $5,143-90.2% | $4,762-89.4% |
| Participant deferral / active EE | $7,605 | $5,948+27.9% | $5,198+46.3% | $5,850+30.0% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |