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 8-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 | $12,297 | $209,411-94.1% | $178,490-93.1% | $158,922-92.3% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 17.91% | 188.75%-170.8pp | 151.07%-133.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $766 | $5,706-86.6% | $5,011-84.7% | $4,761-83.9% |
| Participant deferral / active EE | $3,091 | $5,954-48.1% | $5,202-40.6% | $5,982-48.3% |
| Admin fee / account holder | $90 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |