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 | $13,612 | $167,484-91.9% | $151,611-91.0% | $134,475-89.9% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -20.67% | 7.80%-28.5pp | 3.33%-24.0pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,731 | $6,829-60.0% | $6,166-55.7% | $4,740-42.4% |
| Participant deferral / active EE | $2,731 | $8,986-69.6% | $8,363-67.3% | $6,400-57.3% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.8% |