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 | $20,522 | $103,966-80.3% | $112,887-81.8% | $75,163-72.7% |
| Participation rate | 83.3% | 75.7%+7.7pp | 80.5%+2.8pp | 67.2%+16.1pp |
| Annual return | 79.12% | 24.54%+54.6pp | 34.10%+45.0pp | 160.62%-81.5pp |
| Employer contribution / active EE | $0 | $3,870-100.0% | $4,563-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,480 | $5,456+55.4% | $6,513+30.2% | $4,125+105.6% |
| Admin fee / account holder | $107 | $7,663-98.6% | $7,047-98.5% | $5,651-98.1% |