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 | $16,863 | $110,257-84.7% | $96,544-82.5% | $139,434-87.9% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 14.74% | 26.32%-11.6pp | 25.84%-11.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,123 | $3,620-69.0% | $2,965-62.1% | $4,751-76.4% |
| Participant deferral / active EE | $1,091 | $5,548-80.3% | $4,851-77.5% | $6,710-83.7% |
| Admin fee / account holder | $134 | $11,591-98.8% | $8,252-98.4% | $11,403-98.8% |