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 7-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 | $15,619 | $81,208-80.8% | $98,907-84.2% | $79,858-80.4% |
| Participation rate | 85.3% | 72.5%+12.8pp | 76.0%+9.3pp | 69.6%+15.7pp |
| Annual return | 40.50% | 60.99%-20.5pp | 196.43%-155.9pp | 31.71%+8.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,384 | $3,265+126.2% | $4,244+74.0% | $3,740+97.4% |
| Admin fee / account holder | $88 | $6,013-98.5% | $6,642-98.7% | $5,306-98.3% |