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 9-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 | $1,189 | $91,190-98.7% | $178,490-99.3% | $79,858-98.5% |
| Participation rate | 88.4% | 69.2%+19.2pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 12.43% | 24.19%-11.8pp | 151.07%-138.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $593 | $3,256-81.8% | $5,011-88.2% | $2,471-76.0% |
| Participant deferral / active EE | $34 | $3,236-99.0% | $5,202-99.3% | $3,740-99.1% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |