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 9-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 | $14,472 | $202,318-92.8% | $172,739-91.6% | $152,861-90.5% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 27.89% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.4pp |
| Employer contribution / active EE | $917 | $5,856-84.3% | $5,143-82.2% | $4,762-80.7% |
| Participant deferral / active EE | $2,238 | $5,948-62.4% | $5,198-56.9% | $5,850-61.7% |
| Admin fee / account holder | $114 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |