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 | $17,602 | $197,591-91.1% | $177,821-90.1% | $158,922-88.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.79% | 58.76%-42.0pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,127 | $6,697-83.2% | $5,918-81.0% | $4,761-76.3% |
| Participant deferral / active EE | $8,100 | $8,405-3.6% | $7,714+5.0% | $5,982+35.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |