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 | $6,533 | $76,552-91.5% | $123,892-94.7% | $62,891-89.6% |
| Participation rate | 84.4% | 73.0%+11.4pp | 81.4%+3.0pp | 69.3%+15.1pp |
| Annual return | 9.32% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $395 | $2,883-86.3% | $4,617-91.5% | $2,281-82.7% |
| Participant deferral / active EE | $2,164 | $4,840-55.3% | $5,984-63.8% | $3,203-32.4% |
| Admin fee / account holder | $18 | $4,826-99.6% | $8,357-99.8% | $4,296-99.6% |