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 | $11,876 | $116,175-89.8% | $93,606-87.3% | $152,861-92.2% |
| Participation rate | 88.9% | 78.0%+10.8pp | 75.8%+13.1pp | 82.4%+6.4pp |
| Annual return | 18.61% | 35.96%-17.4pp | 32.76%-14.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $914 | $3,218-71.6% | $2,718-66.4% | $4,762-80.8% |
| Participant deferral / active EE | $1,231 | $4,603-73.3% | $4,069-69.7% | $5,850-79.0% |
| Admin fee / account holder | $177 | $10,748-98.4% | $7,888-97.8% | $11,596-98.5% |