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 | $9,954 | $209,336-95.2% | $197,124-95.0% | $137,256-92.7% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 55.01% | 48.09%+6.9pp | 44.34%+10.7pp | 220.34%-165.3pp |
| Employer contribution / active EE | $1,750 | $6,591-73.4% | $6,227-71.9% | $4,156-57.9% |
| Participant deferral / active EE | $2,166 | $9,614-77.5% | $9,135-76.3% | $6,407-66.2% |
| Admin fee / account holder | $89 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |