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 | $12,849 | $100,901-87.3% | $75,670-83.0% | $147,584-91.3% |
| Participation rate | 90.9% | 77.1%+13.8pp | 72.3%+18.6pp | 82.8%+8.1pp |
| Annual return | 262.59% | 35.78%+226.8pp | 27.34%+235.2pp | 578.55%-316.0pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,829 | $4,027+119.2% | $3,142+181.0% | $5,439+62.3% |
| Admin fee / account holder | $266 | $11,285-97.6% | $5,800-95.4% | $10,885-97.6% |