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 | $8,378 | $127,386-93.4% | $115,037-92.7% | $125,391-93.3% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -1.75% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $131 | $5,166-97.5% | $4,608-97.2% | $4,866-97.3% |
| Participant deferral / active EE | $3,535 | $6,423-45.0% | $6,026-41.3% | $5,352-33.9% |
| Admin fee / account holder | $5 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |