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 3-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 | $13,844 | $201,272-93.1% | $184,203-92.5% | $145,922-90.5% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 16.60% | 29.00%-12.4pp | 28.81%-12.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,085 | $7,022-84.6% | $6,427-83.1% | $4,660-76.7% |
| Participant deferral / active EE | $9,487 | $9,806-3.2% | $9,131+3.9% | $6,688+41.9% |
| Admin fee / account holder | $86 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |