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 8-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 | $16,771 | $217,402-92.3% | $185,823-91.0% | $167,490-90.0% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 10.81% | 148.36%-137.6pp | 122.05%-111.2pp | 478.56%-467.7pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,186 | $6,356-34.1% | $5,568-24.8% | $6,341-34.0% |
| Admin fee / account holder | $205 | $19,811-99.0% | $16,237-98.7% | $12,309-98.3% |