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 | $9,271 | $154,365-94.0% | $130,231-92.9% | $139,434-93.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 20.62% | 30.34%-9.7pp | 38.77%-18.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,942 | $5,170-62.4% | $4,126-52.9% | $4,751-59.1% |
| Participant deferral / active EE | $1,942 | $8,498-77.1% | $6,799-71.4% | $6,710-71.1% |
| Admin fee / account holder | $71 | $9,214-99.2% | $6,020-98.8% | $11,403-99.4% |