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 | $20,504 | $181,894-88.7% | $156,549-86.9% | $273,961-92.5% |
| Participation rate | 76.2% | 88.4%-12.2pp | 84.0%-7.8pp | 83.0%-6.8pp |
| Annual return | 9.66% | 30.74%-21.1pp | 32.23%-22.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,015 | $6,248-83.8% | $5,501-81.6% | $4,869-79.2% |
| Participant deferral / active EE | $2,722 | $5,550-50.9% | $4,871-44.1% | $5,287-48.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |