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 | $1,188 | $113,339-99.0% | $94,993-98.7% | $147,584-99.2% |
| Participation rate | 81.8% | 78.0%+3.8pp | 73.9%+7.9pp | 82.8%-1.0pp |
| Annual return | 25.80% | 20.77%+5.0pp | 27.12%-1.3pp | 578.55%-552.7pp |
| Employer contribution / active EE | $229 | $3,160-92.8% | $2,603-91.2% | $4,876-95.3% |
| Participant deferral / active EE | $354 | $3,777-90.6% | $3,317-89.3% | $5,439-93.5% |
| Admin fee / account holder | $95 | $6,063-98.4% | $4,960-98.1% | $10,885-99.1% |