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 | $3,315 | $95,266-96.5% | $82,389-96.0% | $142,382-97.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 27.21% | 25.74%+1.5pp | 28.67%-1.5pp | 217.08%-189.9pp |
| Employer contribution / active EE | $176 | $2,991-94.1% | $2,517-93.0% | $4,299-95.9% |
| Participant deferral / active EE | $2,329 | $4,809-51.6% | $4,155-43.9% | $6,507-64.2% |
| Admin fee / account holder | $14 | $8,563-99.8% | $7,231-99.8% | $12,624-99.9% |