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 4-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 | $3,202 | $93,571-96.6% | $135,903-97.6% | $75,163-95.7% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 40.85% | 30.90%+10.0pp | 68.23%-27.4pp | 160.62%-119.8pp |
| Employer contribution / active EE | $1,614 | $3,537-54.4% | $4,856-66.8% | $2,670-39.6% |
| Participant deferral / active EE | $1,426 | $6,404-77.7% | $7,758-81.6% | $4,125-65.4% |
| Admin fee / account holder | $117 | $6,975-98.3% | $10,762-98.9% | $5,651-97.9% |