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.
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 | $19,094 | $165,335-88.5% | $149,696-87.2% | $158,922-88.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $7,419 | $5,103+45.4% | $4,644+59.7% | $4,761+55.8% |
| Participant deferral / active EE | $2,312 | $7,181-67.8% | $6,842-66.2% | $5,982-61.4% |
| Admin fee / account holder | $46 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |