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 6-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 | $7,048 | $102,828-93.1% | $105,387-93.3% | $152,861-95.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.6%-4.8pp | 82.4%-4.7pp |
| Annual return | 52.69% | 20.85%+31.8pp | 26.82%+25.9pp | 345.32%-292.6pp |
| Employer contribution / active EE | $1,128 | $4,473-74.8% | $4,213-73.2% | $4,762-76.3% |
| Participant deferral / active EE | $3,000 | $5,465-45.1% | $5,502-45.5% | $5,850-48.7% |
| Admin fee / account holder | $93 | $8,683-98.9% | $6,559-98.6% | $11,596-99.2% |