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 | $2,656 | $53,516-95.0% | $126,539-97.9% | $84,808-96.9% |
| Participation rate | 90.3% | 58.2%+32.1pp | 69.8%+20.5pp | 68.3%+22.0pp |
| Annual return | 118.87% | 58.34%+60.5pp | 425.95%-307.1pp | 40.90%+78.0pp |
| Employer contribution / active EE | $1 | $1,535-99.9% | $3,674-100.0% | $2,631-99.9% |
| Participant deferral / active EE | $1,034 | $2,671-61.3% | $4,083-74.7% | $4,212-75.4% |
| Admin fee / account holder | $131 | $4,497-97.1% | $6,065-97.8% | $7,344-98.2% |