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 3-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 | $12,006 | $154,228-92.2% | $145,433-91.7% | $137,256-91.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 31.09% | 74.59%-43.5pp | 66.58%-35.5pp | 220.34%-189.2pp |
| Employer contribution / active EE | $687 | $4,804-85.7% | $4,554-84.9% | $4,156-83.5% |
| Participant deferral / active EE | $3,989 | $8,216-51.4% | $7,897-49.5% | $6,407-37.7% |
| Admin fee / account holder | $193 | $14,344-98.7% | $13,129-98.5% | $12,270-98.4% |