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 | $2,494 | $54,762-95.4% | $90,281-97.2% | $72,985-96.6% |
| Participation rate | 72.0% | 65.1%+6.9pp | 73.3%-1.3pp | 69.5%+2.5pp |
| Annual return | 18.36% | 30.63%-12.3pp | 78.10%-59.7pp | 81.00%-62.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $580 | $2,887-79.9% | $3,885-85.1% | $3,607-83.9% |
| Admin fee / account holder | $89 | $3,972-97.8% | $5,351-98.3% | $5,124-98.3% |