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 | $4,781 | $124,281-96.2% | $109,143-95.6% | $167,490-97.1% |
| Participation rate | 76.9% | 79.4%-2.5pp | 75.9%+1.0pp | 82.1%-5.2pp |
| Annual return | 37.17% | 26.04%+11.1pp | 25.75%+11.4pp | 478.56%-441.4pp |
| Employer contribution / active EE | $653 | $4,207-84.5% | $3,722-82.4% | $4,837-86.5% |
| Participant deferral / active EE | $2,414 | $5,255-54.1% | $4,653-48.1% | $6,341-61.9% |
| Admin fee / account holder | $1 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |