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 | $16,455 | $98,750-83.3% | $149,696-89.0% | $79,858-79.4% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 42.90% | 27.43%+15.5pp | 276.60%-233.7pp | 31.71%+11.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,568 | $5,680-2.0% | $6,842-18.6% | $3,740+48.9% |
| Admin fee / account holder | $223 | $6,053-96.3% | $9,309-97.6% | $5,306-95.8% |