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 | $1,820 | $83,902-97.8% | $167,512-98.9% | $84,808-97.9% |
| Participation rate | 83.8% | 66.5%+17.3pp | 77.1%+6.7pp | 68.3%+15.5pp |
| Annual return | 30.17% | 91.55%-61.4pp | 1615.79%-1585.6pp | 40.90%-10.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,460 | $4,442-67.1% | $6,405-77.2% | $4,212-65.3% |
| Admin fee / account holder | $9 | $7,915-99.9% | $9,769-99.9% | $7,344-99.9% |