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 | $12,897 | $127,386-89.9% | $115,037-88.8% | $125,391-89.7% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -0.78% | 31.28%-32.1pp | 26.14%-26.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,316 | $5,166-55.2% | $4,608-49.7% | $4,866-52.4% |
| Participant deferral / active EE | $722 | $6,423-88.8% | $6,026-88.0% | $5,352-86.5% |
| Admin fee / account holder | $13 | $9,516-99.9% | $8,175-99.8% | $9,540-99.9% |