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 10-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 | $22,523 | $180,449-87.5% | $154,107-85.4% | $135,375-83.4% |
| Participation rate | 90.5% | 87.4%+3.1pp | 83.0%+7.4pp | 82.6%+7.8pp |
| Annual return | -5.64% | 888.09%-893.7pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,079 | $6,035-82.1% | $5,298-79.6% | $4,779-77.4% |
| Participant deferral / active EE | $3,610 | $5,806-37.8% | $5,081-29.0% | $5,609-35.6% |
| Admin fee / account holder | $145 | $16,143-99.1% | $13,411-98.9% | $10,827-98.7% |