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 | $5,414 | $202,318-97.3% | $172,739-96.9% | $152,861-96.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 36.16% | 1029.65%-993.5pp | 802.84%-766.7pp | 345.32%-309.2pp |
| Employer contribution / active EE | $631 | $5,856-89.2% | $5,143-87.7% | $4,762-86.8% |
| Participant deferral / active EE | $2,602 | $5,948-56.3% | $5,198-49.9% | $5,850-55.5% |
| Admin fee / account holder | $125 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |