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 7-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 | $17,460 | $198,466-91.2% | $170,442-89.8% | $147,584-88.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.43% | 257.29%-232.9pp | 205.93%-181.5pp | 578.55%-554.1pp |
| Employer contribution / active EE | $1,091 | $6,184-82.4% | $5,433-79.9% | $4,876-77.6% |
| Participant deferral / active EE | $7,468 | $5,629+32.7% | $4,939+51.2% | $5,439+37.3% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |