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 | $14,769 | $63,355-76.7% | $91,989-83.9% | $72,985-79.8% |
| Participation rate | 86.3% | 72.5%+13.7pp | 78.6%+7.6pp | 69.5%+16.8pp |
| Annual return | 236.08% | 35.35%+200.7pp | 69.02%+167.1pp | 81.00%+155.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,228 | $4,883+68.5% | $5,923+38.9% | $3,607+128.1% |
| Admin fee / account holder | $282 | $4,668-94.0% | $7,743-96.4% | $5,124-94.5% |