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 | $10,411 | $98,750-89.5% | $149,696-93.0% | $79,858-87.0% |
| Participation rate | 84.4% | 75.8%+8.7pp | 82.5%+2.0pp | 69.6%+14.8pp |
| Annual return | 30.75% | 27.43%+3.3pp | 276.60%-245.9pp | 31.71%-1.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,866 | $5,680-14.3% | $6,842-28.9% | $3,740+30.1% |
| Admin fee / account holder | $248 | $6,053-95.9% | $9,309-97.3% | $5,306-95.3% |