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 | $6,847 | $135,952-95.0% | $123,892-94.5% | $273,961-97.5% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 11.14% | 56.63%-45.5pp | 47.52%-36.4pp | 41.45%-30.3pp |
| Employer contribution / active EE | $257 | $5,170-95.0% | $4,617-94.4% | $4,869-94.7% |
| Participant deferral / active EE | $3,191 | $6,343-49.7% | $5,984-46.7% | $5,287-39.6% |
| Admin fee / account holder | $90 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |