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 7-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 | $5,211 | $100,852-94.8% | $90,404-94.2% | $158,922-96.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 26.48% | 1724.20%-1697.7pp | 1293.02%-1266.5pp | 302.83%-276.3pp |
| Employer contribution / active EE | $312 | $3,689-91.5% | $3,262-90.4% | $4,761-93.4% |
| Participant deferral / active EE | $649 | $4,348-85.1% | $3,963-83.6% | $5,982-89.1% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |