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 | $18,210 | $167,307-89.1% | $143,757-87.3% | $134,475-86.5% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -17.54% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,132 | $5,619-79.9% | $4,951-77.1% | $4,740-76.1% |
| Participant deferral / active EE | $3,624 | $6,446-43.8% | $5,637-35.7% | $6,400-43.4% |
| Admin fee / account holder | $291 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |