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 5-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 | $2,127 | $72,277-97.1% | $101,248-97.9% | $79,858-97.3% |
| Participation rate | 93.5% | 68.5%+25.0pp | 75.8%+17.7pp | 69.6%+23.8pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $570 | $2,692-78.8% | $3,660-84.4% | $2,471-76.9% |
| Participant deferral / active EE | $1,459 | $3,282-55.5% | $4,370-66.6% | $3,740-61.0% |
| Admin fee / account holder | $60 | $4,400-98.6% | $5,945-99.0% | $5,306-98.9% |