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 5-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 | $17,829 | $167,484-89.4% | $151,611-88.2% | $134,475-86.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 141.44% | 7.80%+133.6pp | 3.33%+138.1pp | 417.96%-276.5pp |
| Employer contribution / active EE | $1,317 | $6,829-80.7% | $6,166-78.6% | $4,740-72.2% |
| Participant deferral / active EE | $5,162 | $8,986-42.6% | $8,363-38.3% | $6,400-19.3% |
| Admin fee / account holder | $105 | $13,783-99.2% | $11,616-99.1% | $11,426-99.1% |