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 8-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 | $2,712 | $226,064-98.8% | $182,532-98.5% | $152,861-98.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 180.72% | 192.51%-11.8pp | 148.54%+32.2pp | 345.32%-164.6pp |
| Employer contribution / active EE | $1,186 | $4,978-76.2% | $4,076-70.9% | $4,762-75.1% |
| Participant deferral / active EE | $1,186 | $6,368-81.4% | $5,524-78.5% | $5,850-79.7% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |