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 | $1,798 | $96,635-98.1% | $86,612-97.9% | $139,434-98.7% |
| Participation rate | 94.4% | 74.4%+20.0pp | 71.7%+22.7pp | 80.3%+14.1pp |
| Annual return | 33.64% | 106.41%-72.8pp | 591.07%-557.4pp | 372.94%-339.3pp |
| Employer contribution / active EE | $145 | $3,263-95.5% | $3,022-95.2% | $4,751-96.9% |
| Participant deferral / active EE | $1,312 | $4,836-72.9% | $4,438-70.4% | $6,710-80.5% |
| Admin fee / account holder | $61 | $6,408-99.0% | $5,614-98.9% | $11,403-99.5% |