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 | $16,208 | $124,425-87.0% | $112,040-85.5% | $137,256-88.2% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.5%+10.5pp | 80.0%+7.0pp |
| Annual return | 16.83% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,335 | $3,411-60.9% | $2,954-54.8% | $4,156-67.9% |
| Participant deferral / active EE | $1,522 | $5,718-73.4% | $5,098-70.1% | $6,407-76.2% |
| Admin fee / account holder | $43 | $15,207-99.7% | $12,098-99.6% | $12,270-99.7% |