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 5-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 | $5,971 | $169,032-96.5% | $129,207-95.4% | $145,922-95.9% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.6%+13.7pp | 80.3%+3.1pp |
| Annual return | 13.92% | 14330.11%-14316.2pp | 9417.33%-9403.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $184 | $5,537-96.7% | $4,153-95.6% | $4,660-96.1% |
| Participant deferral / active EE | $650 | $4,987-87.0% | $4,168-84.4% | $6,688-90.3% |
| Admin fee / account holder | $24 | $9,954-99.8% | $7,715-99.7% | $13,397-99.8% |