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 | $16,622 | $135,952-87.8% | $123,892-86.6% | $273,961-93.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.53% | 56.63%-44.1pp | 47.52%-35.0pp | 41.45%-28.9pp |
| Employer contribution / active EE | $3,146 | $5,170-39.1% | $4,617-31.9% | $4,869-35.4% |
| Participant deferral / active EE | $1,009 | $6,343-84.1% | $5,984-83.1% | $5,287-80.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |