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 | $6,927 | $99,341-93.0% | $84,750-91.8% | $273,961-97.5% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 7.99% | 22.93%-14.9pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $549 | $4,214-87.0% | $3,574-84.6% | $4,869-88.7% |
| Participant deferral / active EE | $1,076 | $4,269-74.8% | $3,712-71.0% | $5,287-79.7% |
| Admin fee / account holder | $63 | $6,644-99.1% | $5,332-98.8% | $10,132-99.4% |