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 | $8,488 | $209,411-95.9% | $178,490-95.2% | $158,922-94.7% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 29.77% | 188.75%-159.0pp | 151.07%-121.3pp | 302.83%-273.1pp |
| Employer contribution / active EE | $1,044 | $5,706-81.7% | $5,011-79.2% | $4,761-78.1% |
| Participant deferral / active EE | $2,228 | $5,954-62.6% | $5,202-57.2% | $5,982-62.7% |
| Admin fee / account holder | $39 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |