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 5-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 | $21,759 | $168,632-87.1% | $147,614-85.3% | $125,391-82.6% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -3.25% | 77.65%-80.9pp | 61.98%-65.2pp | 282.22%-285.5pp |
| Employer contribution / active EE | $1,171 | $6,252-81.3% | $5,564-79.0% | $4,866-75.9% |
| Participant deferral / active EE | $5,885 | $5,507+6.9% | $4,895+20.2% | $5,352+10.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |