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 6-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 | $15,863 | $214,378-92.6% | $200,582-92.1% | $142,382-88.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.67% | 46.41%-20.7pp | 42.33%-16.7pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,055 | $6,841-84.6% | $6,419-83.6% | $4,299-75.5% |
| Participant deferral / active EE | $5,580 | $9,865-43.4% | $9,331-40.2% | $6,507-14.2% |
| Admin fee / account holder | $28 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |