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 10-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 | $8,901 | $150,440-94.1% | $136,294-93.5% | $147,584-94.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 33.24% | 1049.08%-1015.8pp | 5155.94%-5122.7pp | 578.55%-545.3pp |
| Employer contribution / active EE | $239 | $5,256-95.5% | $4,695-94.9% | $4,876-95.1% |
| Participant deferral / active EE | $4,462 | $6,630-32.7% | $6,247-28.6% | $5,439-18.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |