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 | $6,866 | $103,376-93.4% | $87,100-92.1% | $152,861-95.5% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 26.74% | 28.10%-1.4pp | 28.19%-1.4pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,074 | $3,220-66.7% | $2,521-57.4% | $4,762-77.5% |
| Participant deferral / active EE | $685 | $4,778-85.7% | $4,049-83.1% | $5,850-88.3% |
| Admin fee / account holder | $56 | $12,205-99.5% | $7,497-99.3% | $11,596-99.5% |