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 | $19,063 | $209,411-90.9% | $178,490-89.3% | $158,922-88.0% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 26.54% | 188.75%-162.2pp | 151.07%-124.5pp | 302.83%-276.3pp |
| Employer contribution / active EE | $1,141 | $5,706-80.0% | $5,011-77.2% | $4,761-76.0% |
| Participant deferral / active EE | $4,474 | $5,954-24.9% | $5,202-14.0% | $5,982-25.2% |
| Admin fee / account holder | $117 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |