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 7-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 | $4,068 | $85,022-95.2% | $70,515-94.2% | $139,434-97.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 32.75% | 30.38%+2.4pp | 32.77%0pp | 372.94%-340.2pp |
| Employer contribution / active EE | $378 | $3,909-90.3% | $2,973-87.3% | $4,751-92.0% |
| Participant deferral / active EE | $3,708 | $5,890-37.1% | $4,567-18.8% | $6,710-44.7% |
| Admin fee / account holder | $40 | $8,906-99.6% | $6,412-99.4% | $11,403-99.7% |