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 8-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 | $766 | $185,200-99.6% | $142,863-99.5% | $167,490-99.5% |
| Participation rate | 70.6% | 78.4%-7.9pp | 71.9%-1.3pp | 82.1%-11.5pp |
| Annual return | 7.75% | 8555.70%-8547.9pp | 5637.54%-5629.8pp | 478.56%-470.8pp |
| Employer contribution / active EE | $73 | $5,604-98.7% | $4,144-98.2% | $4,837-98.5% |
| Participant deferral / active EE | $118 | $4,494-97.4% | $3,837-96.9% | $6,341-98.1% |
| Admin fee / account holder | $9 | $8,031-99.9% | $6,560-99.9% | $12,309-99.9% |