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 | $2,151 | $56,897-96.2% | $84,750-97.5% | $62,891-96.6% |
| Participation rate | 74.7% | 68.5%+6.2pp | 76.6%-1.9pp | 69.3%+5.4pp |
| Annual return | 13.50% | 6.30%+7.2pp | 22.78%-9.3pp | 20.14%-6.6pp |
| Employer contribution / active EE | $130 | $2,400-94.6% | $3,574-96.4% | $2,281-94.3% |
| Participant deferral / active EE | $1,682 | $2,709-37.9% | $3,712-54.7% | $3,203-47.5% |
| Admin fee / account holder | $63 | $3,581-98.2% | $5,332-98.8% | $4,296-98.5% |