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 | $2,163 | $57,281-96.2% | $86,612-97.5% | $75,163-97.1% |
| Participation rate | 77.1% | 63.2%+13.9pp | 71.7%+5.4pp | 67.2%+9.9pp |
| Annual return | 29.72% | 2670.75%-2641.0pp | 591.07%-561.4pp | 160.62%-130.9pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,155 | $3,318-65.2% | $4,438-74.0% | $4,125-72.0% |
| Admin fee / account holder | $39 | $4,112-99.1% | $5,614-99.3% | $5,651-99.3% |