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 4-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 | $10,599 | $185,822-94.3% | $169,993-93.8% | $139,434-92.4% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 60.47% | 60.50%0pp | 53.37%+7.1pp | 372.94%-312.5pp |
| Employer contribution / active EE | $1,335 | $7,590-82.4% | $6,785-80.3% | $4,751-71.9% |
| Participant deferral / active EE | $4,219 | $11,622-63.7% | $10,408-59.5% | $6,710-37.1% |
| Admin fee / account holder | $267 | $15,381-98.3% | $12,815-97.9% | $11,403-97.7% |