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 8-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 | $18,670 | $183,963-89.9% | $162,163-88.5% | $152,861-87.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 37.45% | 150.76%-113.3pp | 115.59%-78.1pp | 345.32%-307.9pp |
| Employer contribution / active EE | $852 | $6,371-86.6% | $5,614-84.8% | $4,762-82.1% |
| Participant deferral / active EE | $7,864 | $8,034-2.1% | $7,298+7.8% | $5,850+34.4% |
| Admin fee / account holder | $17 | $13,121-99.9% | $10,843-99.8% | $11,596-99.9% |