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 | $6,709 | $72,012-90.7% | $185,823-96.4% | $79,858-91.6% |
| Participation rate | 76.0% | 65.8%+10.2pp | 78.0%-2.0pp | 69.6%+6.4pp |
| Annual return | 440.21% | 23.12%+417.1pp | 35.95%+404.3pp | 31.71%+408.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,868 | $3,779+2.4% | $5,632-31.3% | $3,740+3.4% |
| Admin fee / account holder | $191 | $4,513-95.8% | $9,500-98.0% | $5,306-96.4% |