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 | $12,995 | $198,466-93.5% | $170,442-92.4% | $147,584-91.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.46% | 257.29%-238.8pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,282 | $6,184-79.3% | $5,433-76.4% | $4,876-73.7% |
| Participant deferral / active EE | $1,984 | $5,629-64.8% | $4,939-59.8% | $5,439-63.5% |
| Admin fee / account holder | $286 | $16,852-98.3% | $13,880-97.9% | $10,885-97.4% |