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 | $23,588 | $109,881-78.5% | $150,045-84.3% | $84,808-72.2% |
| Participation rate | 81.6% | 76.1%+5.5pp | 82.3%-0.7pp | 68.3%+13.3pp |
| Annual return | 19.36% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,409 | $6,636-18.5% | $7,997-32.4% | $4,212+28.4% |
| Admin fee / account holder | $113 | $8,568-98.7% | $13,435-99.2% | $7,344-98.5% |