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 3-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 | $1,419 | $54,705-97.4% | $71,209-98.0% | $84,808-98.3% |
| Participation rate | 74.2% | 64.1%+10.1pp | 73.8%+0.4pp | 68.3%+5.9pp |
| Annual return | 26.72% | 35.90%-9.2pp | 282.51%-255.8pp | 40.90%-14.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $777 | $3,030-74.4% | $4,175-81.4% | $4,212-81.5% |
| Admin fee / account holder | $14 | $4,863-99.7% | $5,349-99.7% | $7,344-99.8% |