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 5-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 | $5,979 | $183,519-96.7% | $155,509-96.2% | $145,922-95.9% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 12.56% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $687 | $5,313-87.1% | $4,672-85.3% | $4,660-85.3% |
| Participant deferral / active EE | $2,975 | $6,462-54.0% | $5,626-47.1% | $6,688-55.5% |
| Admin fee / account holder | $293 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |