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 | $5,207 | $152,509-96.6% | $117,472-95.6% | $134,475-96.1% |
| Participation rate | 90.0% | 77.1%+12.9pp | 70.6%+19.4pp | 81.2%+8.8pp |
| Annual return | -10.27% | 52.99%-63.3pp | 29.74%-40.0pp | 417.96%-428.2pp |
| Employer contribution / active EE | $134 | $5,571-97.6% | $4,176-96.8% | $4,740-97.2% |
| Participant deferral / active EE | $279 | $4,818-94.2% | $4,070-93.2% | $6,400-95.6% |
| Admin fee / account holder | $86 | $7,004-98.8% | $5,645-98.5% | $11,426-99.3% |