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 | $20,111 | $78,672-74.4% | $109,143-81.6% | $85,850-76.6% |
| Participation rate | 90.7% | 68.3%+22.4pp | 75.9%+14.8pp | 69.3%+21.4pp |
| Annual return | 199.09% | 25.09%+174.0pp | 25.75%+173.3pp | 318.53%-119.4pp |
| Employer contribution / active EE | $20 | $2,735-99.3% | $3,722-99.5% | $2,565-99.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15 | $5,469-99.7% | $6,752-99.8% | $6,260-99.8% |