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 6-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 | $12,473 | $154,228-91.9% | $145,433-91.4% | $137,256-90.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 31.46% | 74.59%-43.1pp | 66.58%-35.1pp | 220.34%-188.9pp |
| Employer contribution / active EE | $9,152 | $4,804+90.5% | $4,554+100.9% | $4,156+120.2% |
| Participant deferral / active EE | $1,418 | $8,216-82.7% | $7,897-82.0% | $6,407-77.9% |
| Admin fee / account holder | $70 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |