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 | $14,428 | $78,520-81.6% | $96,576-85.1% | $82,448-82.5% |
| Participation rate | 82.2% | 77.7%+4.5pp | 81.4%+0.7pp | 68.1%+14.1pp |
| Annual return | 108.17% | 41.30%+66.9pp | 38.47%+69.7pp | 41.64%+66.5pp |
| Employer contribution / active EE | $1 | $2,630-99.9% | $3,553-100.0% | $2,551-99.9% |
| Participant deferral / active EE | $9,464 | $6,754+40.1% | $7,956+18.9% | $4,139+128.6% |
| Admin fee / account holder | $184 | $13,455-98.6% | $11,381-98.4% | $7,234-97.5% |