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 | $8,321 | $115,882-92.8% | $100,516-91.7% | $158,922-94.8% |
| Participation rate | 73.3% | 81.6%-8.2pp | 79.4%-6.1pp | 82.0%-8.6pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,826 | $6,674+2.3% | $6,270+8.9% | $5,982+14.1% |
| Admin fee / account holder | $160 | $10,995-98.5% | $8,081-98.0% | $11,246-98.6% |