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 | $17,744 | $131,829-86.5% | $108,579-83.7% | $273,961-93.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 15.35% | -91.57%+106.9pp | -51.70%+67.0pp | 41.45%-26.1pp |
| Employer contribution / active EE | $668 | $4,912-86.4% | $3,758-82.2% | $4,869-86.3% |
| Participant deferral / active EE | $11,573 | $5,127+125.7% | $4,311+168.5% | $5,287+118.9% |
| Admin fee / account holder | $1 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |