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 | $24,932 | $180,449-86.2% | $154,107-83.8% | $135,375-81.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | 5.09% | 888.09%-883.0pp | 735.12%-730.0pp | 519.73%-514.6pp |
| Employer contribution / active EE | $591 | $6,035-90.2% | $5,298-88.8% | $4,779-87.6% |
| Participant deferral / active EE | $2,078 | $5,806-64.2% | $5,081-59.1% | $5,609-63.0% |
| Admin fee / account holder | $77 | $16,143-99.5% | $13,411-99.4% | $10,827-99.3% |