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 | $4,260 | $232,540-98.2% | $185,117-97.7% | $147,584-97.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 65.88% | 43.03%+22.9pp | 40.50%+25.4pp | 578.55%-512.7pp |
| Employer contribution / active EE | $248 | $5,195-95.2% | $4,182-94.1% | $4,876-94.9% |
| Participant deferral / active EE | $1,380 | $5,834-76.3% | $5,045-72.6% | $5,439-74.6% |
| Admin fee / account holder | $133 | $10,275-98.7% | $8,159-98.4% | $10,885-98.8% |