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 9-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 | $5,077 | $136,307-96.3% | $106,619-95.2% | $273,961-98.1% |
| Participation rate | 73.7% | 84.8%-11.1pp | 78.0%-4.3pp | 83.0%-9.3pp |
| Annual return | 0.00% | 11.05%-11.1pp | 9.42%-9.4pp | 41.45%-41.5pp |
| Employer contribution / active EE | $244 | $5,190-95.3% | $3,947-93.8% | $4,869-95.0% |
| Participant deferral / active EE | $2,323 | $4,969-53.3% | $3,930-40.9% | $5,287-56.1% |
| Admin fee / account holder | $32 | $8,625-99.6% | $6,418-99.5% | $10,132-99.7% |