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 | $27,535 | $171,865-84.0% | $149,718-81.6% | $147,584-81.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.27% | 2113.22%-2091.9pp | 1501.63%-1480.4pp | 578.55%-557.3pp |
| Employer contribution / active EE | $672 | $6,275-89.3% | $5,445-87.7% | $4,876-86.2% |
| Participant deferral / active EE | $5,448 | $7,271-25.1% | $6,569-17.1% | $5,439+0.2% |
| Admin fee / account holder | $235 | $13,799-98.3% | $11,283-97.9% | $10,885-97.8% |