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 | $4,323 | $48,076-91.0% | $78,689-94.5% | $62,891-93.1% |
| Participation rate | 80.6% | 65.2%+15.3pp | 73.6%+7.0pp | 69.3%+11.2pp |
| Annual return | 81.01% | 31.35%+49.7pp | 62.18%+18.8pp | 20.14%+60.9pp |
| Employer contribution / active EE | $883 | $2,015-56.2% | $2,851-69.0% | $2,281-61.3% |
| Participant deferral / active EE | $619 | $2,588-76.1% | $3,517-82.4% | $3,203-80.7% |
| Admin fee / account holder | $47 | $3,207-98.5% | $4,510-99.0% | $4,296-98.9% |