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 | $7,094 | $190,805-96.3% | $159,960-95.6% | $134,475-94.7% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $320 | $4,995-93.6% | $4,226-92.4% | $4,740-93.2% |
| Participant deferral / active EE | $5,472 | $6,923-21.0% | $6,182-11.5% | $6,400-14.5% |
| Admin fee / account holder | $42 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |