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 | $17,498 | $201,259-91.3% | $184,200-90.5% | $145,959-88.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.60% | 28.98%-12.4pp | 28.80%-12.2pp | 561.95%-545.3pp |
| Employer contribution / active EE | $1,241 | $7,018-82.3% | $6,424-80.7% | $4,661-73.4% |
| Participant deferral / active EE | $4,355 | $9,806-55.6% | $9,132-52.3% | $6,689-34.9% |
| Admin fee / account holder | $23 | $16,372-99.9% | $13,907-99.8% | $13,398-99.8% |