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 9-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 | $12,251 | $121,625-89.9% | $104,607-88.3% | $158,922-92.3% |
| Participation rate | 92.9% | 77.5%+15.3pp | 74.1%+18.8pp | 82.0%+10.9pp |
| Annual return | 27.46% | 465.26%-437.8pp | 340.46%-313.0pp | 302.83%-275.4pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,890 | $4,177-6.9% | $3,740+4.0% | $5,982-35.0% |
| Admin fee / account holder | $88 | $7,787-98.9% | $6,473-98.6% | $11,246-99.2% |