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 | $7,401 | $85,766-91.4% | $136,294-94.6% | $70,131-89.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.71% | 31.45%-15.7pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,392 | $2,966-53.1% | $4,695-70.3% | $2,342-40.6% |
| Participant deferral / active EE | $1,700 | $5,051-66.3% | $6,247-72.8% | $3,332-49.0% |
| Admin fee / account holder | $148 | $5,420-97.3% | $9,243-98.4% | $4,645-96.8% |