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 | $3,749 | $57,065-93.4% | $75,670-95.0% | $70,131-94.7% |
| Participation rate | 75.9% | 68.1%+7.8pp | 72.3%+3.5pp | 69.5%+6.3pp |
| Annual return | 18.12% | 23.57%-5.4pp | 27.34%-9.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $365 | $1,817-79.9% | $2,352-84.5% | $2,342-84.4% |
| Participant deferral / active EE | $947 | $2,580-63.3% | $3,142-69.9% | $3,332-71.6% |
| Admin fee / account holder | $240 | $3,825-93.7% | $5,800-95.9% | $4,645-94.8% |