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 10-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 | $7,052 | $99,079-92.9% | $77,999-91.0% | $273,961-97.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 11.52% | 217.93%-206.4pp | 425.96%-414.4pp | 41.45%-29.9pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,530 | $4,306-18.0% | $3,497+0.9% | $5,287-33.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |