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 4-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 | $1,005 | $22,587-95.6% | $65,255-98.5% | $75,163-98.7% |
| Participation rate | 70.6% | 63.1%+7.5pp | 65.0%+5.6pp | 67.2%+3.4pp |
| Annual return | 116.76% | 71.03%+45.7pp | 47.35%+69.4pp | 160.62%-43.9pp |
| Employer contribution / active EE | $194 | $941-79.4% | $1,691-88.5% | $2,670-92.7% |
| Participant deferral / active EE | $745 | $1,695-56.0% | $2,831-73.7% | $4,125-81.9% |
| Admin fee / account holder | $26 | $1,876-98.6% | $4,112-99.4% | $5,651-99.5% |