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 | $11,761 | $123,793-90.5% | $177,821-93.4% | $79,858-85.3% |
| Participation rate | 79.4% | 84.7%-5.2pp | 87.7%-8.3pp | 69.6%+9.8pp |
| Annual return | 2087.61% | 22.82%+2064.8pp | 48.32%+2039.3pp | 31.71%+2055.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,850 | $5,956-1.8% | $7,714-24.2% | $3,740+56.4% |
| Admin fee / account holder | $3 | $7,243-100.0% | $12,427-100.0% | $5,306-99.9% |