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 3-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 | $1,970 | $158,398-98.8% | $126,539-98.4% | $142,382-98.6% |
| Participation rate | 76.5% | 75.8%+0.7pp | 69.8%+6.7pp | 80.1%-3.6pp |
| Annual return | 20.56% | 593.76%-573.2pp | 425.95%-405.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $9 | $4,650-99.8% | $3,674-99.8% | $4,299-99.8% |
| Participant deferral / active EE | $1,635 | $4,767-65.7% | $4,083-60.0% | $6,507-74.9% |
| Admin fee / account holder | $168 | $6,918-97.6% | $6,065-97.2% | $12,624-98.7% |