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 | $14,783 | $185,822-92.0% | $169,993-91.3% | $139,434-89.4% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 22.82% | 60.50%-37.7pp | 53.37%-30.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,412 | $7,590-81.4% | $6,785-79.2% | $4,751-70.3% |
| Participant deferral / active EE | $3,972 | $11,622-65.8% | $10,408-61.8% | $6,710-40.8% |
| Admin fee / account holder | $86 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |