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 10-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 | $11,388 | $102,616-88.9% | $81,983-86.1% | $158,922-92.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.95% | 61.04%-49.1pp | 41.31%-29.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $435 | $3,240-86.6% | $2,498-82.6% | $4,761-90.9% |
| Participant deferral / active EE | $1,122 | $4,648-75.9% | $3,722-69.9% | $5,982-81.2% |
| Admin fee / account holder | $269 | $8,235-96.7% | $5,664-95.2% | $11,246-97.6% |