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 | $23,318 | $202,318-88.5% | $172,739-86.5% | $152,861-84.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 16.32% | 1029.65%-1013.3pp | 802.84%-786.5pp | 345.32%-329.0pp |
| Employer contribution / active EE | $999 | $5,856-82.9% | $5,143-80.6% | $4,762-79.0% |
| Participant deferral / active EE | $3,562 | $5,948-40.1% | $5,198-31.5% | $5,850-39.1% |
| Admin fee / account holder | $135 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |