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 | $12,086 | $138,044-91.2% | $125,339-90.4% | $134,475-91.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -12.55% | 750.33%-762.9pp | 572.05%-584.6pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,407 | $5,243-73.2% | $4,814-70.8% | $4,740-70.3% |
| Participant deferral / active EE | $1,730 | $7,799-77.8% | $7,446-76.8% | $6,400-73.0% |
| Admin fee / account holder | $44 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |