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 | $24,014 | $202,318-88.1% | $172,739-86.1% | $152,861-84.3% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 28.29% | 1029.65%-1001.4pp | 802.84%-774.6pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,143 | $5,856-80.5% | $5,143-77.8% | $4,762-76.0% |
| Participant deferral / active EE | $4,979 | $5,948-16.3% | $5,198-4.2% | $5,850-14.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |