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 8-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 | $3,632 | $65,395-94.4% | $182,532-98.0% | $72,985-95.0% |
| Participation rate | 75.6% | 65.4%+10.2pp | 78.0%-2.4pp | 69.5%+6.1pp |
| Annual return | 31.11% | 27.68%+3.4pp | 148.54%-117.4pp | 81.00%-49.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,106 | $3,563-40.9% | $5,524-61.9% | $3,607-41.6% |
| Admin fee / account holder | $82 | $4,245-98.1% | $8,592-99.0% | $5,124-98.4% |