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 | $2,161 | $109,982-98.0% | $97,226-97.8% | $145,922-98.5% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 39.36% | 242.90%-203.5pp | 75.13%-35.8pp | 561.29%-521.9pp |
| Employer contribution / active EE | $2 | $3,084-99.9% | $2,729-99.9% | $4,660-100.0% |
| Participant deferral / active EE | $4,685 | $4,676+0.2% | $4,264+9.9% | $6,688-29.9% |
| Admin fee / account holder | $120 | $6,221-98.1% | $5,654-97.9% | $13,397-99.1% |