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 4-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 | $13,966 | $93,571-85.1% | $135,903-89.7% | $75,163-81.4% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 35.14% | 30.90%+4.2pp | 68.23%-33.1pp | 160.62%-125.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,011 | $6,404-6.1% | $7,758-22.5% | $4,125+45.7% |
| Admin fee / account holder | $35 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |