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 7-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 | $11,251 | $70,475-84.0% | $100,516-88.8% | $79,858-85.9% |
| Participation rate | 81.5% | 73.7%+7.8pp | 79.4%+2.1pp | 69.6%+11.8pp |
| Annual return | 1631.44% | 21.90%+1609.5pp | 30.89%+1600.6pp | 31.71%+1599.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,508 | $5,181+6.3% | $6,270-12.1% | $3,740+47.3% |
| Admin fee / account holder | $210 | $4,478-95.3% | $8,081-97.4% | $5,306-96.0% |