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 7-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 | $11,081 | $217,402-94.9% | $185,823-94.0% | $167,490-93.4% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 21.31% | 148.36%-127.1pp | 122.05%-100.7pp | 478.56%-457.3pp |
| Employer contribution / active EE | $1,135 | $5,873-80.7% | $5,167-78.0% | $4,837-76.5% |
| Participant deferral / active EE | $2,564 | $6,356-59.7% | $5,568-53.9% | $6,341-59.6% |
| Admin fee / account holder | $3 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |