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 | $14,233 | $83,477-82.9% | $125,175-88.6% | $72,985-80.5% |
| Participation rate | 74.1% | 73.3%+0.8pp | 79.8%-5.7pp | 69.5%+4.6pp |
| Annual return | 393.10% | 25.78%+367.3pp | 43.79%+349.3pp | 81.00%+312.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,382 | $3,585-5.7% | $4,937-31.5% | $3,607-6.3% |
| Admin fee / account holder | $5 | $5,517-99.9% | $9,702-99.9% | $5,124-99.9% |