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 | $24,593 | $167,546-85.3% | $127,144-80.7% | $248,183-90.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 62.9%+37.1pp | 45.9%+54.1pp |
| Annual return | 10.94% | 8.06%+2.9pp | 9.35%+1.6pp | 10.21%+0.7pp |
| Employer contribution / active EE | $1,922 | $36,021-94.7% | $25,504-92.5% | $42,272-95.5% |
| Participant deferral / active EE | $0 | $1,143-100.0% | $1,066-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,337-100.0% | $2,049-100.0% | $13,518-100.0% |