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 5-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 | $7,569 | $165,984-95.4% | $164,813-95.4% | $145,922-94.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 11.52% | 100.03%-88.5pp | 69.93%-58.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,751 | $6,959-60.5% | $6,031-54.4% | $6,688-58.9% |
| Admin fee / account holder | $100 | $16,648-99.4% | $12,690-99.2% | $13,397-99.3% |