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 | $7,529 | $70,475-89.3% | $100,516-92.5% | $79,858-90.6% |
| Participation rate | 92.3% | 73.7%+18.7pp | 79.4%+12.9pp | 69.6%+22.7pp |
| Annual return | 39.32% | 21.90%+17.4pp | 30.89%+8.4pp | 31.71%+7.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,850 | $5,181-6.4% | $6,270-22.6% | $3,740+29.7% |
| Admin fee / account holder | $124 | $4,478-97.2% | $8,081-98.5% | $5,306-97.7% |