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 5-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 | $1,400 | $104,664-98.7% | $85,682-98.4% | $167,490-99.2% |
| Participation rate | 92.9% | 76.4%+16.5pp | 69.9%+23.0pp | 82.1%+10.8pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $263 | $3,337-92.1% | $2,618-89.9% | $4,837-94.6% |
| Participant deferral / active EE | $1,174 | $4,824-75.7% | $3,923-70.1% | $6,341-81.5% |
| Admin fee / account holder | $3 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |