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 4-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 | $6,602 | $148,534-95.6% | $135,903-95.1% | $139,434-95.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 105.44% | 79.19%+26.2pp | 68.23%+37.2pp | 372.94%-267.5pp |
| Employer contribution / active EE | $691 | $5,243-86.8% | $4,856-85.8% | $4,751-85.5% |
| Participant deferral / active EE | $4,769 | $8,100-41.1% | $7,758-38.5% | $6,710-28.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |