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 | $11,316 | $103,376-89.1% | $87,100-87.0% | $152,861-92.6% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 26.83% | 28.10%-1.3pp | 28.19%-1.4pp | 345.32%-318.5pp |
| Employer contribution / active EE | $746 | $3,220-76.8% | $2,521-70.4% | $4,762-84.3% |
| Participant deferral / active EE | $1,041 | $4,778-78.2% | $4,049-74.3% | $5,850-82.2% |
| Admin fee / account holder | $55 | $12,205-99.6% | $7,497-99.3% | $11,596-99.5% |