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 | $3,236 | $84,233-96.2% | $170,442-98.1% | $70,131-95.4% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 21.12% | 23.06%-1.9pp | 205.93%-184.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $15 | $3,387-99.6% | $5,433-99.7% | $2,342-99.4% |
| Participant deferral / active EE | $983 | $3,086-68.1% | $4,939-80.1% | $3,332-70.5% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |