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 10-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 | $4,640 | $98,240-95.3% | $82,313-94.4% | $147,584-96.9% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 18.32% | 30.85%-12.5pp | 25.88%-7.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $455 | $3,192-85.7% | $2,428-81.3% | $4,876-90.7% |
| Participant deferral / active EE | $2,387 | $4,383-45.6% | $3,706-35.6% | $5,439-56.1% |
| Admin fee / account holder | $76 | $8,563-99.1% | $5,608-98.6% | $10,885-99.3% |