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 | $9,632 | $181,894-94.7% | $156,549-93.8% | $273,961-96.5% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 7.89% | 30.74%-22.9pp | 32.23%-24.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $827 | $6,248-86.8% | $5,501-85.0% | $4,869-83.0% |
| Participant deferral / active EE | $2,257 | $5,550-59.3% | $4,871-53.7% | $5,287-57.3% |
| Admin fee / account holder | $89 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |