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 4-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 | $2,331 | $96,635-97.6% | $86,612-97.3% | $139,434-98.3% |
| Participation rate | 81.3% | 74.4%+6.8pp | 71.7%+9.6pp | 80.3%+0.9pp |
| Annual return | 22.44% | 106.41%-84.0pp | 591.07%-568.6pp | 372.94%-350.5pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,035 | $4,836-57.9% | $4,438-54.2% | $6,710-69.7% |
| Admin fee / account holder | $142 | $6,408-97.8% | $5,614-97.5% | $11,403-98.8% |