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 | $17,903 | $131,829-86.4% | $108,579-83.5% | $273,961-93.5% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 13.26% | -91.57%+104.8pp | -51.70%+65.0pp | 41.45%-28.2pp |
| Employer contribution / active EE | $762 | $4,912-84.5% | $3,758-79.7% | $4,869-84.4% |
| Participant deferral / active EE | $1,698 | $5,127-66.9% | $4,311-60.6% | $5,287-67.9% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |