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 | $4,282 | $91,911-95.3% | $68,793-93.8% | $135,375-96.8% |
| Participation rate | 71.4% | 76.7%-5.3pp | 72.2%-0.8pp | 82.6%-11.2pp |
| Annual return | -8.91% | -8.22%-0.7pp | -4.63%-4.3pp | 519.73%-528.6pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $974 | $4,315-77.4% | $3,311-70.6% | $5,609-82.6% |
| Admin fee / account holder | $20 | $9,240-99.8% | $5,131-99.6% | $10,827-99.8% |