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 9-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 | $8,161 | $45,035-81.9% | $62,995-87.0% | $70,131-88.4% |
| Participation rate | 74.3% | 69.5%+4.8pp | 74.8%-0.5pp | 69.5%+4.7pp |
| Annual return | 12.90% | 18.76%-5.9pp | 87.57%-74.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $200 | $2,051-90.3% | $2,759-92.8% | $2,342-91.5% |
| Participant deferral / active EE | $1,701 | $2,465-31.0% | $3,329-48.9% | $3,332-48.9% |
| Admin fee / account holder | $152 | $2,834-94.7% | $3,600-95.8% | $4,645-96.7% |