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 | $8,203 | $91,190-91.0% | $178,490-95.4% | $79,858-89.7% |
| Participation rate | 78.6% | 69.2%+9.4pp | 81.9%-3.4pp | 69.6%+8.9pp |
| Annual return | 30.78% | 24.19%+6.6pp | 151.07%-120.3pp | 31.71%-0.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,904 | $3,236+20.7% | $5,202-24.9% | $3,740+4.4% |
| Admin fee / account holder | $288 | $6,751-95.7% | $13,984-97.9% | $5,306-94.6% |