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 | $6,220 | $90,600-93.1% | $79,464-92.2% | $135,375-95.4% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | 34.29% | 977.43%-943.1pp | 718.14%-683.8pp | 519.73%-485.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,959 | $4,050-26.9% | $3,704-20.1% | $5,609-47.2% |
| Admin fee / account holder | $242 | $5,907-95.9% | $5,113-95.3% | $10,827-97.8% |