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 | $15,221 | $176,056-91.4% | $159,436-90.5% | $167,490-90.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.57% | 331.75%-305.2pp | 263.57%-237.0pp | 478.56%-452.0pp |
| Employer contribution / active EE | $943 | $5,297-82.2% | $4,829-80.5% | $4,837-80.5% |
| Participant deferral / active EE | $2,967 | $7,750-61.7% | $7,352-59.7% | $6,341-53.2% |
| Admin fee / account holder | $116 | $12,554-99.1% | $10,799-98.9% | $12,309-99.1% |