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 4-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 | $13,686 | $80,673-83.0% | $101,326-86.5% | $84,808-83.9% |
| Participation rate | 94.2% | 77.8%+16.4pp | 81.5%+12.7pp | 68.3%+25.9pp |
| Annual return | 25.43% | 38.95%-13.5pp | 36.82%-11.4pp | 40.90%-15.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,537 | $6,840-33.7% | $7,994-43.3% | $4,212+7.7% |
| Admin fee / account holder | $50 | $12,784-99.6% | $11,185-99.6% | $7,344-99.3% |