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 | $13,768 | $202,318-93.2% | $172,739-92.0% | $152,861-91.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 49.07% | 1029.65%-980.6pp | 802.84%-753.8pp | 345.32%-296.2pp |
| Employer contribution / active EE | $1,673 | $5,856-71.4% | $5,143-67.5% | $4,762-64.9% |
| Participant deferral / active EE | $1,748 | $5,948-70.6% | $5,198-66.4% | $5,850-70.1% |
| Admin fee / account holder | $94 | $17,109-99.5% | $13,954-99.3% | $11,596-99.2% |