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 4-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 | $6,829 | $159,602-95.7% | $150,045-95.4% | $142,382-95.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 25.18% | 70.24%-45.1pp | 62.55%-37.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,214 | $4,961-75.5% | $4,693-74.1% | $4,299-71.8% |
| Participant deferral / active EE | $1,495 | $8,310-82.0% | $7,997-81.3% | $6,507-77.0% |
| Admin fee / account holder | $22 | $14,846-99.9% | $13,435-99.8% | $12,624-99.8% |