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 | $12,514 | $157,256-92.0% | $141,162-91.1% | $152,861-91.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 57.31% | 64.32%-7.0pp | 71.39%-14.1pp | 345.32%-288.0pp |
| Employer contribution / active EE | $786 | $5,261-85.1% | $4,735-83.4% | $4,762-83.5% |
| Participant deferral / active EE | $10,534 | $7,109+48.2% | $6,709+57.0% | $5,850+80.1% |
| Admin fee / account holder | $55 | $12,120-99.6% | $10,261-99.5% | $11,596-99.5% |