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 | $788 | $104,974-99.2% | $95,585-99.2% | $142,382-99.4% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.1%+6.5pp | 80.1%-1.5pp |
| Annual return | 68.88% | 210.33%-141.4pp | 38.56%+30.3pp | 217.08%-148.2pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $878 | $4,352-79.8% | $4,023-78.2% | $6,507-86.5% |
| Admin fee / account holder | $46 | $6,386-99.3% | $6,127-99.3% | $12,624-99.6% |