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 | $5,939 | $198,466-97.0% | $170,442-96.5% | $147,584-96.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 29.56% | 257.29%-227.7pp | 205.93%-176.4pp | 578.55%-549.0pp |
| Employer contribution / active EE | $1,047 | $6,184-83.1% | $5,433-80.7% | $4,876-78.5% |
| Participant deferral / active EE | $2,153 | $5,629-61.8% | $4,939-56.4% | $5,439-60.4% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |