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 | $2,976 | $76,552-96.1% | $123,892-97.6% | $62,891-95.3% |
| Participation rate | 86.7% | 73.0%+13.7pp | 81.4%+5.3pp | 69.3%+17.4pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,493 | $4,840-48.5% | $5,984-58.3% | $3,203-22.2% |
| Admin fee / account holder | $7 | $4,826-99.9% | $8,357-99.9% | $4,296-99.8% |