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 | $4,212 | $132,634-96.8% | $115,768-96.4% | $137,256-96.9% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.4%-1.7pp | 80.0%-7.2pp |
| Annual return | 26.83% | 160.70%-133.9pp | 100.46%-73.6pp | 220.34%-193.5pp |
| Employer contribution / active EE | $939 | $3,360-72.0% | $2,940-68.1% | $4,156-77.4% |
| Participant deferral / active EE | $1,469 | $5,619-73.9% | $4,917-70.1% | $6,407-77.1% |
| Admin fee / account holder | $77 | $15,028-99.5% | $12,439-99.4% | $12,270-99.4% |