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 | $5,145 | $127,264-96.0% | $109,895-95.3% | $167,490-96.9% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.2%+19.5pp | 82.1%+11.6pp |
| Annual return | 19.47% | 22.97%-3.5pp | 29.45%-10.0pp | 478.56%-459.1pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,004 | $4,514-77.8% | $4,048-75.2% | $6,341-84.2% |
| Admin fee / account holder | $245 | $7,114-96.6% | $6,066-96.0% | $12,309-98.0% |