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 5-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 | $14,741 | $154,228-90.4% | $145,433-89.9% | $137,256-89.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 23.59% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,451 | $4,804-69.8% | $4,554-68.1% | $4,156-65.1% |
| Participant deferral / active EE | $1,779 | $8,216-78.3% | $7,897-77.5% | $6,407-72.2% |
| Admin fee / account holder | $92 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |