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 10-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.
Participant 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 | $24,888 | $109,359-77.2% | $162,163-84.7% | $72,985-65.9% |
| Participation rate | 73.1% | 84.3%-11.2pp | 87.6%-14.5pp | 69.5%+3.6pp |
| Annual return | 18.53% | 25.46%-6.9pp | 115.59%-97.1pp | 81.00%-62.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,360 | $5,481-75.2% | $7,298-81.4% | $3,607-62.3% |
| Admin fee / account holder | $227 | $7,972-97.1% | $10,843-97.9% | $5,124-95.6% |