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 8-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 | $8,917 | $85,202-89.5% | $172,739-94.8% | $72,985-87.8% |
| Participation rate | 71.0% | 70.1%+0.9pp | 82.6%-11.7pp | 69.5%+1.5pp |
| Annual return | 32.37% | 27.32%+5.0pp | 802.84%-770.5pp | 81.00%-48.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,862 | $3,260-12.2% | $5,198-44.9% | $3,607-20.7% |
| Admin fee / account holder | $278 | $5,884-95.3% | $13,954-98.0% | $5,124-94.6% |