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 | $9,226 | $102,966-91.0% | $90,281-89.8% | $152,861-94.0% |
| Participation rate | 73.7% | 75.9%-2.2pp | 73.3%+0.4pp | 82.4%-8.8pp |
| Annual return | 30.49% | 95.16%-64.7pp | 78.10%-47.6pp | 345.32%-314.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $721 | $4,281-83.2% | $3,885-81.5% | $5,850-87.7% |
| Admin fee / account holder | $68 | $6,171-98.9% | $5,351-98.7% | $11,596-99.4% |