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 | $8,195 | $217,402-96.2% | $185,823-95.6% | $167,490-95.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.38% | 148.36%-129.0pp | 122.05%-102.7pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,202 | $5,873-79.5% | $5,167-76.7% | $4,837-75.2% |
| Participant deferral / active EE | $4,325 | $6,356-32.0% | $5,568-22.3% | $6,341-31.8% |
| Admin fee / account holder | $185 | $19,811-99.1% | $16,237-98.9% | $12,309-98.5% |