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 | $209,336-92.4% | $197,124-92.0% | $137,256-88.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.67% | 48.09%-22.4pp | 44.34%-18.7pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,055 | $6,591-84.0% | $6,227-83.1% | $4,156-74.6% |
| Participant deferral / active EE | $5,580 | $9,614-42.0% | $9,135-38.9% | $6,407-12.9% |
| Admin fee / account holder | $28 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |