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 | $15,910 | $165,984-90.4% | $164,813-90.3% | $145,922-89.1% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 14.84% | 100.03%-85.2pp | 69.93%-55.1pp | 561.29%-546.4pp |
| Employer contribution / active EE | $790 | $5,273-85.0% | $4,341-81.8% | $4,660-83.0% |
| Participant deferral / active EE | $2,068 | $6,959-70.3% | $6,031-65.7% | $6,688-69.1% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,690-99.8% | $13,397-99.9% |