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 | $6,123 | $115,770-94.7% | $101,248-94.0% | $158,922-96.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.10% | 56.14%-45.0pp | 46.47%-35.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $623 | $4,175-85.1% | $3,660-83.0% | $4,761-86.9% |
| Participant deferral / active EE | $1,369 | $4,957-72.4% | $4,370-68.7% | $5,982-77.1% |
| Admin fee / account holder | $281 | $7,245-96.1% | $5,945-95.3% | $11,246-97.5% |