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 9-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 | $14,136 | $152,460-90.7% | $118,746-88.1% | $147,584-90.4% |
| Participation rate | 83.3% | 82.3%+1.1pp | 78.3%+5.1pp | 82.8%+0.5pp |
| Annual return | 19.03% | 17.41%+1.6pp | 24.54%-5.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $888 | $5,046-82.4% | $4,193-78.8% | $4,876-81.8% |
| Participant deferral / active EE | $2,448 | $6,212-60.6% | $5,332-54.1% | $5,439-55.0% |
| Admin fee / account holder | $269 | $16,953-98.4% | $10,720-97.5% | $10,885-97.5% |