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 5-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 | $5,195 | $51,175-89.8% | $70,515-92.6% | $75,163-93.1% |
| Participation rate | 88.2% | 60.9%+27.3pp | 68.3%+19.9pp | 67.2%+21.0pp |
| Annual return | 40.39% | 30.02%+10.4pp | 32.77%+7.6pp | 160.62%-120.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,388 | $2,849+18.9% | $4,567-25.8% | $4,125-17.9% |
| Admin fee / account holder | $167 | $4,091-95.9% | $6,412-97.4% | $5,651-97.0% |