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 5-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 | $19,321 | $176,056-89.0% | $159,436-87.9% | $167,490-88.5% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 40.55% | 331.75%-291.2pp | 263.57%-223.0pp | 478.56%-438.0pp |
| Employer contribution / active EE | $933 | $5,297-82.4% | $4,829-80.7% | $4,837-80.7% |
| Participant deferral / active EE | $5,850 | $7,750-24.5% | $7,352-20.4% | $6,341-7.7% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |