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 6-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 | $3,954 | $72,012-94.5% | $185,823-97.9% | $79,858-95.0% |
| Participation rate | 73.1% | 65.8%+7.3pp | 78.0%-5.0pp | 69.6%+3.4pp |
| Annual return | 34.59% | 23.12%+11.5pp | 35.95%-1.4pp | 31.71%+2.9pp |
| Employer contribution / active EE | $832 | $1,965-57.7% | $4,087-79.7% | $2,471-66.3% |
| Participant deferral / active EE | $1,139 | $3,779-69.9% | $5,632-79.8% | $3,740-69.5% |
| Admin fee / account holder | $39 | $4,513-99.1% | $9,500-99.6% | $5,306-99.3% |