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 | $6,196 | $115,882-94.7% | $100,516-93.8% | $158,922-96.1% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 38.60% | 34.79%+3.8pp | 30.89%+7.7pp | 302.83%-264.2pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,832 | $6,674-42.6% | $6,270-38.9% | $5,982-35.9% |
| Admin fee / account holder | $3 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |