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 | $3,707 | $63,861-94.2% | $104,607-96.5% | $79,858-95.4% |
| Participation rate | 97.1% | 64.9%+32.1pp | 74.1%+23.0pp | 69.6%+27.4pp |
| Annual return | 20.59% | 21.30%-0.7pp | 340.46%-319.9pp | 31.71%-11.1pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,255 | $2,693-16.3% | $3,740-39.7% | $3,740-39.7% |
| Admin fee / account holder | $49 | $4,185-98.8% | $6,473-99.2% | $5,306-99.1% |