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 6-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 | $6,707 | $133,958-95.0% | $112,228-94.0% | $134,475-95.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -19.51% | 47.11%-66.6pp | 27.45%-47.0pp | 417.96%-437.5pp |
| Employer contribution / active EE | $320 | $4,038-92.1% | $3,635-91.2% | $4,740-93.2% |
| Participant deferral / active EE | $2,362 | $5,291-55.4% | $4,728-50.0% | $6,400-63.1% |
| Admin fee / account holder | $251 | $7,489-96.7% | $6,410-96.1% | $11,426-97.8% |