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 | $24,940 | $63,154-60.5% | $198,173-87.4% | $46,757-46.7% |
| Participation rate | 100.0% | 20.8%+79.2pp | 42.0%+58.0pp | 11.3%+88.7pp |
| Annual return | 9.48% | 9.55%-0.1pp | 10.16%-0.7pp | 10.41%-0.9pp |
| Employer contribution / active EE | $511 | $14,371-96.4% | $33,192-98.5% | $14,691-96.5% |
| Participant deferral / active EE | $808 | $6+13061.2% | $66+1128.4% | $58+1288.2% |
| Admin fee / account holder | -$31 | $5,973-100.5% | $7,531-100.4% | $2,646-101.2% |