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 9-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 | $5,969 | $53,516-88.8% | $126,539-95.3% | $84,808-93.0% |
| Participation rate | 88.0% | 58.2%+29.8pp | 69.8%+18.2pp | 68.3%+19.7pp |
| Annual return | 18.94% | 58.34%-39.4pp | 425.95%-407.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $5 | $1,535-99.7% | $3,674-99.9% | $2,631-99.8% |
| Participant deferral / active EE | $1,757 | $2,671-34.2% | $4,083-57.0% | $4,212-58.3% |
| Admin fee / account holder | $215 | $4,497-95.2% | $6,065-96.5% | $7,344-97.1% |