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 7-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 | $13,622 | $209,411-93.5% | $178,490-92.4% | $158,922-91.4% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 17.04% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $559 | $5,706-90.2% | $5,011-88.8% | $4,761-88.3% |
| Participant deferral / active EE | $3,698 | $5,954-37.9% | $5,202-28.9% | $5,982-38.2% |
| Admin fee / account holder | $41 | $17,074-99.8% | $13,984-99.7% | $11,246-99.6% |