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 4-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 | $9,770 | $109,881-91.1% | $150,045-93.5% | $84,808-88.5% |
| Participation rate | 77.5% | 76.1%+1.4pp | 82.3%-4.8pp | 68.3%+9.2pp |
| Annual return | 21.91% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $846 | $3,561-76.3% | $4,693-82.0% | $2,631-67.9% |
| Participant deferral / active EE | $1,543 | $6,636-76.7% | $7,997-80.7% | $4,212-63.4% |
| Admin fee / account holder | $21 | $8,568-99.8% | $13,435-99.8% | $7,344-99.7% |