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 | $13,080 | $198,466-93.4% | $170,442-92.3% | $147,584-91.1% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 17.95% | 257.29%-239.3pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,443 | $6,184-76.7% | $5,433-73.4% | $4,876-70.4% |
| Participant deferral / active EE | $1,892 | $5,629-66.4% | $4,939-61.7% | $5,439-65.2% |
| Admin fee / account holder | $181 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |