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 9-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 | $13,070 | $140,588-90.7% | $123,104-89.4% | $125,391-89.6% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | 0.11% | 16.80%-16.7pp | 13.22%-13.1pp | 282.22%-282.1pp |
| Employer contribution / active EE | $959 | $6,041-84.1% | $5,151-81.4% | $4,866-80.3% |
| Participant deferral / active EE | $3,537 | $6,980-49.3% | $6,230-43.2% | $5,352-33.9% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |