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 | $17,124 | $197,591-91.3% | $177,821-90.4% | $158,922-89.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.22% | 58.76%-48.5pp | 48.32%-38.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,246 | $6,697-81.4% | $5,918-79.0% | $4,761-73.8% |
| Participant deferral / active EE | $3,065 | $8,405-63.5% | $7,714-60.3% | $5,982-48.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |