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 8-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 | $19,113 | $202,318-90.6% | $172,739-88.9% | $152,861-87.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 24.73% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $376 | $5,856-93.6% | $5,143-92.7% | $4,762-92.1% |
| Participant deferral / active EE | $2,877 | $5,948-51.6% | $5,198-44.6% | $5,850-50.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |