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 4-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 | $2,697 | $104,974-97.4% | $95,585-97.2% | $142,382-98.1% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 21.57% | 210.33%-188.8pp | 38.56%-17.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,077 | $4,352-52.3% | $4,023-48.4% | $6,507-68.1% |
| Admin fee / account holder | $183 | $6,386-97.1% | $6,127-97.0% | $12,624-98.6% |