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 | $6,126 | $102,604-94.0% | $86,188-92.9% | $139,434-95.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 23.01% | 1922.51%-1899.5pp | 1168.45%-1145.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,065 | $3,032-64.9% | $2,380-55.3% | $4,751-77.6% |
| Participant deferral / active EE | $1,044 | $4,676-77.7% | $3,985-73.8% | $6,710-84.4% |
| Admin fee / account holder | $240 | $8,657-97.2% | $6,852-96.5% | $11,403-97.9% |