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 | $23,605 | $214,378-89.0% | $200,582-88.2% | $142,382-83.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.28% | 46.41%-19.1pp | 42.33%-15.1pp | 217.08%-189.8pp |
| Employer contribution / active EE | $650 | $6,841-90.5% | $6,419-89.9% | $4,299-84.9% |
| Participant deferral / active EE | $11,179 | $9,865+13.3% | $9,331+19.8% | $6,507+71.8% |
| Admin fee / account holder | $7 | $17,692-100.0% | $16,305-100.0% | $12,624-99.9% |