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 6-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 | $14,600 | $175,202-91.7% | $149,673-90.2% | $139,434-89.5% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.66% | 166.71%-150.0pp | 134.42%-117.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $817 | $5,474-85.1% | $4,818-83.0% | $4,751-82.8% |
| Participant deferral / active EE | $2,477 | $6,519-62.0% | $5,680-56.4% | $6,710-63.1% |
| Admin fee / account holder | $287 | $16,150-98.2% | $13,210-97.8% | $11,403-97.5% |