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 | $7,017 | $154,228-95.5% | $145,433-95.2% | $137,256-94.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 23.04% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,427 | $8,216-70.5% | $7,897-69.3% | $6,407-62.1% |
| Admin fee / account holder | $272 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |