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 8-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 | $6,759 | $165,335-95.9% | $149,696-95.5% | $158,922-95.7% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 32.54% | 348.15%-315.6pp | 276.60%-244.1pp | 302.83%-270.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,604 | $7,181-63.7% | $6,842-61.9% | $5,982-56.5% |
| Admin fee / account holder | $118 | $10,807-98.9% | $9,309-98.7% | $11,246-99.0% |