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 | $11,382 | $115,882-90.2% | $100,516-88.7% | $158,922-92.8% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 30.61% | 34.79%-4.2pp | 30.89%-0.3pp | 302.83%-272.2pp |
| Employer contribution / active EE | $1,087 | $4,103-73.5% | $3,418-68.2% | $4,761-77.2% |
| Participant deferral / active EE | $1,303 | $6,674-80.5% | $6,270-79.2% | $5,982-78.2% |
| Admin fee / account holder | $106 | $10,995-99.0% | $8,081-98.7% | $11,246-99.1% |