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 4-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 | $11,600 | $148,534-92.2% | $135,903-91.5% | $139,434-91.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.25% | 79.19%-58.9pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $549 | $5,243-89.5% | $4,856-88.7% | $4,751-88.4% |
| Participant deferral / active EE | $6,228 | $8,100-23.1% | $7,758-19.7% | $6,710-7.2% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |