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 | $8,557 | $43,327-80.3% | $59,878-85.7% | $64,186-86.7% |
| Participation rate | 90.4% | 69.2%+21.2pp | 74.7%+15.7pp | 69.6%+20.8pp |
| Annual return | -4.24% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $172 | $2,028-91.5% | $2,722-93.7% | $2,381-92.8% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $42 | $3,005-98.6% | $3,590-98.8% | $4,888-99.1% |