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 | $13,506 | $197,591-93.2% | $177,821-92.4% | $158,922-91.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 61.22% | 58.76%+2.5pp | 48.32%+12.9pp | 302.83%-241.6pp |
| Employer contribution / active EE | $1,359 | $6,697-79.7% | $5,918-77.0% | $4,761-71.5% |
| Participant deferral / active EE | $4,323 | $8,405-48.6% | $7,714-44.0% | $5,982-27.7% |
| Admin fee / account holder | $57 | $15,399-99.6% | $12,427-99.5% | $11,246-99.5% |