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 6-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 | $6,497 | $217,402-97.0% | $185,823-96.5% | $167,490-96.1% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 23.36% | 148.36%-125.0pp | 122.05%-98.7pp | 478.56%-455.2pp |
| Employer contribution / active EE | $1,150 | $5,873-80.4% | $5,167-77.7% | $4,837-76.2% |
| Participant deferral / active EE | $2,979 | $6,356-53.1% | $5,568-46.5% | $6,341-53.0% |
| Admin fee / account holder | $31 | $19,811-99.8% | $16,237-99.8% | $12,309-99.8% |