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 8-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 | $1,916 | $84,233-97.7% | $170,442-98.9% | $70,131-97.3% |
| Participation rate | 70.6% | 70.8%-0.2pp | 83.6%-13.0pp | 69.5%+1.0pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $184 | $3,387-94.6% | $5,433-96.6% | $2,342-92.1% |
| Participant deferral / active EE | $1,216 | $3,086-60.6% | $4,939-75.4% | $3,332-63.5% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |