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 | $17,772 | $185,822-90.4% | $169,993-89.5% | $139,434-87.3% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 37.55% | 60.50%-22.9pp | 53.37%-15.8pp | 372.94%-335.4pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,850 | $11,622-15.2% | $10,408-5.4% | $6,710+46.8% |
| Admin fee / account holder | $18 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |