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 | $6,166 | $149,734-95.9% | $118,925-94.8% | $158,922-96.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 37.21% | 19.95%+17.3pp | 35.88%+1.3pp | 302.83%-265.6pp |
| Employer contribution / active EE | $581 | $4,115-85.9% | $3,263-82.2% | $4,761-87.8% |
| Participant deferral / active EE | $2,074 | $5,223-60.3% | $4,265-51.4% | $5,982-65.3% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |