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 7-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 | $6,465 | $124,281-94.8% | $109,143-94.1% | $167,490-96.1% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 23.38% | 26.04%-2.7pp | 25.75%-2.4pp | 478.56%-455.2pp |
| Employer contribution / active EE | $490 | $4,207-88.3% | $3,722-86.8% | $4,837-89.9% |
| Participant deferral / active EE | $2,177 | $5,255-58.6% | $4,653-53.2% | $6,341-65.7% |
| Admin fee / account holder | $27 | $7,970-99.7% | $6,752-99.6% | $12,309-99.8% |