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 | $9,312 | $202,318-95.4% | $172,739-94.6% | $152,861-93.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.17% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.1pp |
| Employer contribution / active EE | $472 | $5,856-91.9% | $5,143-90.8% | $4,762-90.1% |
| Participant deferral / active EE | $2,261 | $5,948-62.0% | $5,198-56.5% | $5,850-61.4% |
| Admin fee / account holder | $57 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |