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 | $6,793 | $180,449-96.2% | $154,107-95.6% | $135,375-95.0% |
| Participation rate | 72.2% | 87.4%-15.2pp | 83.0%-10.8pp | 82.6%-10.4pp |
| Annual return | -0.98% | 888.09%-889.1pp | 735.12%-736.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $967 | $6,035-84.0% | $5,298-81.7% | $4,779-79.8% |
| Participant deferral / active EE | $3,174 | $5,806-45.3% | $5,081-37.5% | $5,609-43.4% |
| Admin fee / account holder | $13 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |