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 | $20,588 | $183,963-88.8% | $162,163-87.3% | $152,861-86.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 40.35% | 150.76%-110.4pp | 115.59%-75.2pp | 345.32%-305.0pp |
| Employer contribution / active EE | $1,000 | $6,371-84.3% | $5,614-82.2% | $4,762-79.0% |
| Participant deferral / active EE | $6,841 | $8,034-14.9% | $7,298-6.3% | $5,850+16.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |