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 | $8,869 | $70,475-87.4% | $100,516-91.2% | $79,858-88.9% |
| Participation rate | 84.6% | 73.7%+11.0pp | 79.4%+5.2pp | 69.6%+15.0pp |
| Annual return | 223.73% | 21.90%+201.8pp | 30.89%+192.8pp | 31.71%+192.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,664 | $5,181+9.3% | $6,270-9.7% | $3,740+51.4% |
| Admin fee / account holder | $1 | $4,478-100.0% | $8,081-100.0% | $5,306-100.0% |