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 8-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 | $39,259 | $150,431-73.9% | $131,982-70.3% | $357,791-89.0% |
| Participation rate | 77.3% | 86.5%-9.3pp | 86.8%-9.5pp | 85.6%-8.3pp |
| Annual return | 17.00% | -6.42%+23.4pp | -4.02%+21.0pp | 396.79%-379.8pp |
| Employer contribution / active EE | $2,221 | $3,938-43.6% | $3,768-41.1% | $7,508-70.4% |
| Participant deferral / active EE | $5,131 | $4,015+27.8% | $3,959+29.6% | $5,521-7.1% |
| Admin fee / account holder | $104 | $8,260-98.7% | $6,995-98.5% | $28,387-99.6% |