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 | $20,484 | $214,378-90.4% | $200,582-89.8% | $142,382-85.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.18% | 46.41%-24.2pp | 42.33%-20.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,397 | $6,841-50.3% | $6,419-47.1% | $4,299-21.0% |
| Participant deferral / active EE | $2,962 | $9,865-70.0% | $9,331-68.3% | $6,507-54.5% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |