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 8-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 | $8,856 | $176,812-95.0% | $146,665-94.0% | $167,490-94.7% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 20.29% | 24.03%-3.7pp | 22.74%-2.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $844 | $5,160-83.6% | $4,136-79.6% | $4,837-82.6% |
| Participant deferral / active EE | $2,190 | $6,440-66.0% | $5,506-60.2% | $6,341-65.5% |
| Admin fee / account holder | $37 | $13,259-99.7% | $10,280-99.6% | $12,309-99.7% |