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 | $20,974 | $167,484-87.5% | $151,611-86.2% | $134,475-84.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -20.10% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $627 | $6,829-90.8% | $6,166-89.8% | $4,740-86.8% |
| Participant deferral / active EE | $4,775 | $8,986-46.9% | $8,363-42.9% | $6,400-25.4% |
| Admin fee / account holder | $285 | $13,783-97.9% | $11,616-97.5% | $11,426-97.5% |