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 | $8,541 | $63,355-86.5% | $91,989-90.7% | $72,985-88.3% |
| Participation rate | 92.3% | 72.5%+19.8pp | 78.6%+13.7pp | 69.5%+22.8pp |
| Annual return | 137.94% | 35.35%+102.6pp | 69.02%+68.9pp | 81.00%+56.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,001 | $4,883+22.9% | $5,923+1.3% | $3,607+66.3% |
| Admin fee / account holder | $8 | $4,668-99.8% | $7,743-99.9% | $5,124-99.8% |