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 9-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 | $13,935 | $171,865-91.9% | $149,718-90.7% | $147,584-90.6% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 153.20% | 2113.22%-1960.0pp | 1501.63%-1348.4pp | 578.55%-425.3pp |
| Employer contribution / active EE | $1,188 | $6,275-81.1% | $5,445-78.2% | $4,876-75.6% |
| Participant deferral / active EE | $8,322 | $7,271+14.5% | $6,569+26.7% | $5,439+53.0% |
| Admin fee / account holder | $194 | $13,799-98.6% | $11,283-98.3% | $10,885-98.2% |