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 6-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 | $21,434 | $209,832-89.8% | $189,513-88.7% | $167,490-87.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 39.74% | 748.27%-708.5pp | 555.15%-515.4pp | 478.56%-438.8pp |
| Employer contribution / active EE | $1,397 | $6,914-79.8% | $6,162-77.3% | $4,837-71.1% |
| Participant deferral / active EE | $7,996 | $8,935-10.5% | $8,221-2.7% | $6,341+26.1% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |