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 9-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 | $2,086 | $53,127-96.1% | $86,590-97.6% | $70,131-97.0% |
| Participation rate | 92.5% | 65.3%+27.2pp | 73.5%+19.0pp | 69.5%+23.0pp |
| Annual return | 127.04% | 27.66%+99.4pp | 964.84%-837.8pp | 73.14%+53.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,658 | $2,696-38.5% | $3,609-54.1% | $3,332-50.2% |
| Admin fee / account holder | $46 | $3,585-98.7% | $4,906-99.1% | $4,645-99.0% |