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 3-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 | $17,804 | $214,378-91.7% | $200,582-91.1% | $142,382-87.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 21.65% | 46.41%-24.8pp | 42.33%-20.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,251 | $6,841-81.7% | $6,419-80.5% | $4,299-70.9% |
| Participant deferral / active EE | $3,034 | $9,865-69.2% | $9,331-67.5% | $6,507-53.4% |
| Admin fee / account holder | $29 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |