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 | $12,294 | $81,446-84.9% | $103,374-88.1% | $80,874-84.8% |
| Participation rate | 72.4% | 66.9%+5.6pp | 74.5%-2.1pp | 67.6%+4.8pp |
| Annual return | 17.52% | 25.57%-8.0pp | 24.89%-7.4pp | 35.62%-18.1pp |
| Employer contribution / active EE | $544 | $3,107-82.5% | $3,869-85.9% | $2,756-80.2% |
| Participant deferral / active EE | $2,372 | $3,870-38.7% | $5,058-53.1% | $4,297-44.8% |
| Admin fee / account holder | $15 | $6,715-99.8% | $8,394-99.8% | $6,935-99.8% |