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 | $23,566 | $78,705-70.1% | $117,854-80.0% | $70,131-66.4% |
| Participation rate | 85.5% | 73.2%+12.3pp | 79.7%+5.9pp | 69.5%+16.0pp |
| Annual return | 28.12% | 23.30%+4.8pp | 335.08%-307.0pp | 73.14%-45.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,233 | $3,297+58.7% | $4,482+16.8% | $3,332+57.1% |
| Admin fee / account holder | $115 | $5,065-97.7% | $8,020-98.6% | $4,645-97.5% |