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 9-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 | $17,886 | $138,065-87.0% | $123,544-85.5% | $135,375-86.8% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -2.46% | 153.68%-156.1pp | 119.20%-121.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $820 | $5,151-84.1% | $4,628-82.3% | $4,779-82.8% |
| Participant deferral / active EE | $5,053 | $6,799-25.7% | $6,426-21.4% | $5,609-9.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |