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 | $24,139 | $209,411-88.5% | $178,490-86.5% | $158,922-84.8% |
| Participation rate | 73.7% | 86.3%-12.7pp | 81.9%-8.2pp | 82.0%-8.3pp |
| Annual return | 13.57% | 188.75%-175.2pp | 151.07%-137.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,151 | $5,954-80.7% | $5,202-77.9% | $5,982-80.8% |
| Admin fee / account holder | $122 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |