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 | $4,323 | $100,041-95.7% | $149,718-97.1% | $70,131-93.8% |
| Participation rate | 85.1% | 83.6%+1.5pp | 87.1%-2.0pp | 69.5%+15.6pp |
| Annual return | 0.00% | 27.43%-27.4pp | 1501.63%-1501.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,872 | $4,983-22.3% | $6,569-41.1% | $3,332+16.2% |
| Admin fee / account holder | $104 | $8,286-98.7% | $11,283-99.1% | $4,645-97.8% |