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 | $22,833 | $83,477-72.6% | $125,175-81.8% | $72,985-68.7% |
| Participation rate | 98.4% | 73.3%+25.0pp | 79.8%+18.6pp | 69.5%+28.9pp |
| Annual return | 138.77% | 25.78%+113.0pp | 43.79%+95.0pp | 81.00%+57.8pp |
| Employer contribution / active EE | $539 | $2,345-77.0% | $3,865-86.1% | $2,440-77.9% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $235 | $5,517-95.7% | $9,702-97.6% | $5,124-95.4% |