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 7-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 | $57,675 | $202,366-71.5% | $143,222-59.7% | $254,542-77.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 57.6%+42.4pp | 47.4%+52.6pp |
| Annual return | 20.51% | 8.49%+12.0pp | 8.97%+11.5pp | 12.16%+8.3pp |
| Employer contribution / active EE | $4,310 | $52,714-91.8% | $37,026-88.4% | $44,746-90.4% |
| Participant deferral / active EE | $2,586 | $981+163.7% | $1,023+152.8% | $170+1418.2% |
| Admin fee / account holder | $0 | $2,444-100.0% | $2,546-100.0% | $17,640-100.0% |