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 | $15,641 | $109,359-85.7% | $162,163-90.4% | $72,985-78.6% |
| Participation rate | 88.5% | 84.3%+4.2pp | 87.6%+0.9pp | 69.5%+19.0pp |
| Annual return | 87.32% | 25.46%+61.9pp | 115.59%-28.3pp | 81.00%+6.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,362 | $5,481+89.1% | $7,298+42.0% | $3,607+187.3% |
| Admin fee / account holder | $23 | $7,972-99.7% | $10,843-99.8% | $5,124-99.5% |