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 | $2,516 | $177,572-98.6% | $154,803-98.4% | $142,382-98.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 33.45% | 65.07%-31.6pp | 58.88%-25.4pp | 217.08%-183.6pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,081 | $6,272-66.8% | $5,540-62.4% | $6,507-68.0% |
| Admin fee / account holder | $78 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |