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 | $14,383 | $148,534-90.3% | $135,903-89.4% | $139,434-89.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.69% | 79.19%-42.5pp | 68.23%-31.5pp | 372.94%-336.2pp |
| Employer contribution / active EE | $6,472 | $5,243+23.4% | $4,856+33.3% | $4,751+36.2% |
| Participant deferral / active EE | $1,295 | $8,100-84.0% | $7,758-83.3% | $6,710-80.7% |
| Admin fee / account holder | $15 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |