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 9-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 | $14,219 | $95,971-85.2% | $74,550-80.9% | $135,375-89.5% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | 69.72% | 56.96%+12.8pp | 32.53%+37.2pp | 519.73%-450.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,705 | $3,843-3.6% | $3,108+19.2% | $5,609-34.0% |
| Admin fee / account holder | $218 | $6,522-96.7% | $5,060-95.7% | $10,827-98.0% |