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 | $11,019 | $209,411-94.7% | $178,490-93.8% | $158,922-93.1% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 30.34% | 188.75%-158.4pp | 151.07%-120.7pp | 302.83%-272.5pp |
| Employer contribution / active EE | $1,066 | $5,706-81.3% | $5,011-78.7% | $4,761-77.6% |
| Participant deferral / active EE | $2,590 | $5,954-56.5% | $5,202-50.2% | $5,982-56.7% |
| Admin fee / account holder | $141 | $17,074-99.2% | $13,984-99.0% | $11,246-98.7% |