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 | $21,495 | $81,900-73.8% | $119,609-82.0% | $68,494-68.6% |
| Participation rate | 97.7% | 71.9%+25.8pp | 79.3%+18.4pp | 67.9%+29.8pp |
| Annual return | -12.11% | -23.82%+11.7pp | -14.97%+2.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $410 | $2,693-84.8% | $4,232-90.3% | $2,596-84.2% |
| Participant deferral / active EE | $4,813 | $4,148+16.0% | $5,602-14.1% | $4,027+19.5% |
| Admin fee / account holder | $121 | $6,582-98.2% | $10,323-98.8% | $5,403-97.8% |