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 | $19,092 | $217,402-91.2% | $185,823-89.7% | $167,490-88.6% |
| Participation rate | 78.6% | 86.0%-7.5pp | 81.7%-3.1pp | 82.1%-3.5pp |
| Annual return | 14.33% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,198 | $5,873-79.6% | $5,167-76.8% | $4,837-75.2% |
| Participant deferral / active EE | $3,652 | $6,356-42.6% | $5,568-34.4% | $6,341-42.4% |
| Admin fee / account holder | $93 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |