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 | $2,656 | $99,341-97.3% | $84,750-96.9% | $273,961-99.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.67% | 22.93%-7.3pp | 22.78%-7.1pp | 41.45%-25.8pp |
| Employer contribution / active EE | $1,402 | $4,214-66.7% | $3,574-60.8% | $4,869-71.2% |
| Participant deferral / active EE | $924 | $4,269-78.4% | $3,712-75.1% | $5,287-82.5% |
| Admin fee / account holder | $16 | $6,644-99.8% | $5,332-99.7% | $10,132-99.8% |