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 5-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 | $1,775 | $110,809-98.4% | $86,874-98.0% | $167,490-98.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 71.6%+17.3pp | 82.1%+6.8pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,570 | $4,546-65.5% | $3,699-57.6% | $6,341-75.2% |
| Admin fee / account holder | $20 | $8,415-99.8% | $5,828-99.7% | $12,309-99.8% |