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 8-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 | $1,033 | $54,762-98.1% | $90,281-98.9% | $72,985-98.6% |
| Participation rate | 85.0% | 65.1%+19.9pp | 73.3%+11.7pp | 69.5%+15.5pp |
| Annual return | 68.67% | 30.63%+38.0pp | 78.10%-9.4pp | 81.00%-12.3pp |
| Employer contribution / active EE | $237 | $2,092-88.7% | $2,854-91.7% | $2,440-90.3% |
| Participant deferral / active EE | $712 | $2,887-75.3% | $3,885-81.7% | $3,607-80.3% |
| Admin fee / account holder | $29 | $3,972-99.3% | $5,351-99.4% | $5,124-99.4% |