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 | $14,414 | $124,319-88.4% | $111,297-87.0% | $167,490-91.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.57% | 37.44%-23.9pp | 54.65%-41.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $6,088 | $3,435+77.2% | $2,731+122.9% | $4,837+25.9% |
| Participant deferral / active EE | $1,074 | $5,180-79.3% | $4,487-76.1% | $6,341-83.1% |
| Admin fee / account holder | $202 | $10,618-98.1% | $7,964-97.5% | $12,309-98.4% |