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 | $12,710 | $64,324-80.2% | $118,925-89.3% | $79,858-84.1% |
| Participation rate | 88.0% | 64.9%+23.1pp | 75.4%+12.6pp | 69.6%+18.4pp |
| Annual return | 44.48% | 86.45%-42.0pp | 35.88%+8.6pp | 31.71%+12.8pp |
| Employer contribution / active EE | $432 | $1,836-76.5% | $3,263-86.8% | $2,471-82.5% |
| Participant deferral / active EE | $1,495 | $2,824-47.1% | $4,265-64.9% | $3,740-60.0% |
| Admin fee / account holder | $155 | $4,040-96.2% | $6,581-97.6% | $5,306-97.1% |