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 | $61,333 | $575,287-89.3% | $102,479-40.2% | $575,287-89.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 93.2%+6.8pp | 88.5%+11.5pp |
| Annual return | 19.69% | 7.52%+12.2pp | 14.30%+5.4pp | 7.52%+12.2pp |
| Employer contribution / active EE | $0 | $26,761-100.0% | $5,140-100.0% | $26,761-100.0% |
| Participant deferral / active EE | $18,014 | $6,006+199.9% | $8,295+117.2% | $6,006+199.9% |
| Admin fee / account holder | $0 | $17,721-100.0% | $843-100.0% | $17,721-100.0% |