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 | $12,881 | $107,334-88.0% | $92,893-86.1% | $152,861-91.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.46% | 145.58%-125.1pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,093 | $4,221-26.7% | $3,653-15.3% | $4,762-35.1% |
| Participant deferral / active EE | $290 | $4,845-94.0% | $4,236-93.2% | $5,850-95.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |