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 | $13,082 | $124,319-89.5% | $111,297-88.2% | $167,490-92.2% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 17.23% | 37.44%-20.2pp | 54.65%-37.4pp | 478.56%-461.3pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,090 | $5,180-1.7% | $4,487+13.4% | $6,341-19.7% |
| Admin fee / account holder | $39 | $10,618-99.6% | $7,964-99.5% | $12,309-99.7% |