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 3-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 | $9,669 | $154,228-93.7% | $145,433-93.4% | $137,256-93.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 23.16% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $355 | $4,804-92.6% | $4,554-92.2% | $4,156-91.5% |
| Participant deferral / active EE | $2,901 | $8,216-64.7% | $7,897-63.3% | $6,407-54.7% |
| Admin fee / account holder | $90 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |