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 3-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 | $19,638 | $201,272-90.2% | $184,203-89.3% | $145,922-86.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.48% | 29.00%-4.5pp | 28.81%-4.3pp | 561.29%-536.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $15,979 | $9,806+63.0% | $9,131+75.0% | $6,688+138.9% |
| Admin fee / account holder | $14 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |