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 10-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 | $14,489 | $181,894-92.0% | $156,549-90.7% | $273,961-94.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 16.29% | 30.74%-14.4pp | 32.23%-15.9pp | 41.45%-25.2pp |
| Employer contribution / active EE | $882 | $6,248-85.9% | $5,501-84.0% | $4,869-81.9% |
| Participant deferral / active EE | $6,747 | $5,550+21.6% | $4,871+38.5% | $5,287+27.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |