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 | $19,716 | $217,402-90.9% | $185,823-89.4% | $167,490-88.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 17.21% | 148.36%-131.2pp | 122.05%-104.8pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,096 | $5,873-81.3% | $5,167-78.8% | $4,837-77.3% |
| Participant deferral / active EE | $4,719 | $6,356-25.8% | $5,568-15.2% | $6,341-25.6% |
| Admin fee / account holder | $145 | $19,811-99.3% | $16,237-99.1% | $12,309-98.8% |