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 | $5,065 | $64,348-92.1% | $90,160-94.4% | $70,131-92.8% |
| Participation rate | 78.8% | 70.4%+8.4pp | 76.9%+2.0pp | 69.5%+9.3pp |
| Annual return | 48.37% | 28.13%+20.2pp | 34.88%+13.5pp | 73.14%-24.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,954 | $4,389-9.9% | $5,288-25.2% | $3,332+18.7% |
| Admin fee / account holder | $0 | $3,944-100.0% | $5,943-100.0% | $4,645-100.0% |