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 5-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 | $1,062 | $77,899-98.6% | $149,673-99.3% | $75,163-98.6% |
| Participation rate | 77.6% | 65.6%+12.1pp | 78.8%-1.1pp | 67.2%+10.5pp |
| Annual return | 14.37% | 31.72%-17.4pp | 134.42%-120.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $631 | $3,411-81.5% | $5,680-88.9% | $4,125-84.7% |
| Admin fee / account holder | $259 | $5,956-95.6% | $13,210-98.0% | $5,651-95.4% |