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 | $20,906 | $748,074-97.2% | $676,505-96.9% | $859,867-97.6% |
| Participation rate | 71.4% | 76.2%-4.8pp | 71.4%0pp | 85.0%-13.5pp |
| Annual return | 22.66% | 6.06%+16.6pp | 7.76%+14.9pp | 11.50%+11.2pp |
| Employer contribution / active EE | $3,576 | $13,604-73.7% | $12,651-71.7% | $22,247-83.9% |
| Participant deferral / active EE | $5,086 | $2,901+75.3% | $2,707+87.8% | $7,004-27.4% |
| Admin fee / account holder | $232 | $17,199-98.7% | $15,480-98.5% | $31,890-99.3% |