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 8-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 | $21,403 | $142,405-85.0% | $115,157-81.4% | $152,861-86.0% |
| Participation rate | 93.8% | 82.4%+11.4pp | 75.9%+17.8pp | 82.4%+11.3pp |
| Annual return | 41.89% | 41.48%+0.4pp | 35.60%+6.3pp | 345.32%-303.4pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,249 | $5,164+117.8% | $4,168+169.9% | $5,850+92.3% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |