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 | $4,074 | $93,071-95.6% | $74,583-94.5% | $273,961-98.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.46% | 26.18%-23.7pp | 20.47%-18.0pp | 41.45%-39.0pp |
| Employer contribution / active EE | $1,085 | $3,160-65.7% | $2,525-57.0% | $4,869-77.7% |
| Participant deferral / active EE | $292 | $4,160-93.0% | $3,458-91.6% | $5,287-94.5% |
| Admin fee / account holder | $261 | $5,272-95.1% | $4,138-93.7% | $10,132-97.4% |