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 | $40,525 | $52,477-22.8% | $157,677-74.3% | $52,198-22.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 28.6%+71.4pp | 11.0%+89.0pp |
| Annual return | 11.54% | 9.01%+2.5pp | 8.39%+3.1pp | 8.21%+3.3pp |
| Employer contribution / active EE | $1,530 | $10,608-85.6% | $41,535-96.3% | $13,842-88.9% |
| Participant deferral / active EE | $823 | $350+135.5% | $40+1964.3% | $61+1239.1% |
| Admin fee / account holder | $271 | $6,127-95.6% | $3,303-91.8% | $1,652-83.6% |