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 9-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 | $3,025 | $89,355-96.6% | $141,162-97.9% | $72,985-95.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 38.07% | 111.85%-73.8pp | 71.39%-33.3pp | 81.00%-42.9pp |
| Employer contribution / active EE | $1,074 | $3,114-65.5% | $4,735-77.3% | $2,440-56.0% |
| Participant deferral / active EE | $819 | $5,418-84.9% | $6,709-87.8% | $3,607-77.3% |
| Admin fee / account holder | $152 | $5,958-97.4% | $10,261-98.5% | $5,124-97.0% |