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 | $22,913 | $185,822-87.7% | $169,993-86.5% | $139,434-83.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 20.16% | 60.50%-40.3pp | 53.37%-33.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,087 | $7,590-85.7% | $6,785-84.0% | $4,751-77.1% |
| Participant deferral / active EE | $4,614 | $11,622-60.3% | $10,408-55.7% | $6,710-31.2% |
| Admin fee / account holder | $119 | $15,381-99.2% | $12,815-99.1% | $11,403-99.0% |