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 | $15,618 | $171,865-90.9% | $149,718-89.6% | $147,584-89.4% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 14.43% | 2113.22%-2098.8pp | 1501.63%-1487.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $966 | $6,275-84.6% | $5,445-82.3% | $4,876-80.2% |
| Participant deferral / active EE | $7,255 | $7,271-0.2% | $6,569+10.4% | $5,439+33.4% |
| Admin fee / account holder | $107 | $13,799-99.2% | $11,283-99.1% | $10,885-99.0% |