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 10-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 | $13,120 | $167,307-92.2% | $143,757-90.9% | $134,475-90.2% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -19.74% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,861 | $5,619-66.9% | $4,951-62.4% | $4,740-60.7% |
| Participant deferral / active EE | $898 | $6,446-86.1% | $5,637-84.1% | $6,400-86.0% |
| Admin fee / account holder | $238 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |