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 | $8,806 | $115,882-92.4% | $100,516-91.2% | $158,922-94.5% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 353.52% | 34.79%+318.7pp | 30.89%+322.6pp | 302.83%+50.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,216 | $6,674-66.8% | $6,270-64.7% | $5,982-63.0% |
| Admin fee / account holder | $7 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |