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 7-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 | $5,771 | $165,335-96.5% | $149,696-96.1% | $158,922-96.4% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 41.02% | 348.15%-307.1pp | 276.60%-235.6pp | 302.83%-261.8pp |
| Employer contribution / active EE | $991 | $5,103-80.6% | $4,644-78.7% | $4,761-79.2% |
| Participant deferral / active EE | $1,977 | $7,181-72.5% | $6,842-71.1% | $5,982-67.0% |
| Admin fee / account holder | $81 | $10,807-99.3% | $9,309-99.1% | $11,246-99.3% |