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 6-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 | $8,859 | $77,145-88.5% | $108,410-91.8% | $85,850-89.7% |
| Participation rate | 70.3% | 74.7%-4.4pp | 80.1%-9.9pp | 69.3%+1.0pp |
| Annual return | 26.60% | 44.54%-17.9pp | 905.27%-878.7pp | 318.53%-291.9pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,363 | $5,566-21.6% | $6,563-33.5% | $3,952+10.4% |
| Admin fee / account holder | $293 | $5,172-94.3% | $7,295-96.0% | $6,260-95.3% |