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 6-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 | $19,899 | $217,402-90.8% | $185,823-89.3% | $167,490-88.1% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 177.90% | 148.36%+29.5pp | 122.05%+55.9pp | 478.56%-300.7pp |
| Employer contribution / active EE | $1,779 | $5,873-69.7% | $5,167-65.6% | $4,837-63.2% |
| Participant deferral / active EE | $1,835 | $6,356-71.1% | $5,568-67.0% | $6,341-71.1% |
| Admin fee / account holder | $61 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |