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 | $29,229 | $202,318-85.6% | $172,739-83.1% | $152,861-80.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 30.68% | 1029.65%-999.0pp | 802.84%-772.2pp | 345.32%-314.6pp |
| Employer contribution / active EE | $835 | $5,856-85.7% | $5,143-83.8% | $4,762-82.5% |
| Participant deferral / active EE | $13,715 | $5,948+130.6% | $5,198+163.9% | $5,850+134.4% |
| Admin fee / account holder | $103 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |