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 | $3,155 | $106,890-97.0% | $84,015-96.2% | $152,861-97.9% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 21.63% | 104.99%-83.4pp | 71.31%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $447 | $2,734-83.6% | $1,983-77.4% | $4,762-90.6% |
| Participant deferral / active EE | $712 | $4,011-82.3% | $3,239-78.0% | $5,850-87.8% |
| Admin fee / account holder | $195 | $8,285-97.6% | $6,101-96.8% | $11,596-98.3% |