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 8-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 | $9,527 | $138,044-93.1% | $125,339-92.4% | $134,475-92.9% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -18.11% | 750.33%-768.4pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $909 | $5,243-82.7% | $4,814-81.1% | $4,740-80.8% |
| Participant deferral / active EE | $2,673 | $7,799-65.7% | $7,446-64.1% | $6,400-58.2% |
| Admin fee / account holder | $275 | $11,571-97.6% | $10,010-97.3% | $11,426-97.6% |