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 7-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 | $27,921 | $209,832-86.7% | $189,513-85.3% | $167,490-83.3% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 13.32% | 748.27%-735.0pp | 555.15%-541.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,506 | $6,914-78.2% | $6,162-75.6% | $4,837-68.9% |
| Participant deferral / active EE | $6,162 | $8,935-31.0% | $8,221-25.0% | $6,341-2.8% |
| Admin fee / account holder | $111 | $14,293-99.2% | $12,045-99.1% | $12,309-99.1% |