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 | $6,885 | $107,334-93.6% | $92,893-92.6% | $152,861-95.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 29.44% | 145.58%-116.1pp | 109.41%-80.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $736 | $4,221-82.6% | $3,653-79.9% | $4,762-84.5% |
| Participant deferral / active EE | $2,737 | $4,845-43.5% | $4,236-35.4% | $5,850-53.2% |
| Admin fee / account holder | $186 | $7,079-97.4% | $5,794-96.8% | $11,596-98.4% |