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 | $3,334 | $111,301-97.0% | $112,977-97.0% | $158,922-97.9% |
| Participation rate | 88.2% | 83.5%+4.7pp | 82.6%+5.7pp | 82.0%+6.3pp |
| Annual return | 35.54% | 26.40%+9.1pp | 24.24%+11.3pp | 302.83%-267.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,098 | $5,880-64.3% | $5,836-64.1% | $5,982-64.9% |
| Admin fee / account holder | $255 | $8,392-97.0% | $6,294-96.0% | $11,246-97.7% |