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 8-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 | $1,967 | $102,966-98.1% | $90,281-97.8% | $152,861-98.7% |
| Participation rate | 91.3% | 75.9%+15.4pp | 73.3%+18.0pp | 82.4%+8.9pp |
| Annual return | 45.77% | 95.16%-49.4pp | 78.10%-32.3pp | 345.32%-299.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,782 | $4,281-58.4% | $3,885-54.1% | $5,850-69.5% |
| Admin fee / account holder | $79 | $6,171-98.7% | $5,351-98.5% | $11,596-99.3% |