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 | $15,860 | $217,402-92.7% | $185,823-91.5% | $167,490-90.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.84% | 148.36%-130.5pp | 122.05%-104.2pp | 478.56%-460.7pp |
| Employer contribution / active EE | $2,711 | $5,873-53.8% | $5,167-47.5% | $4,837-44.0% |
| Participant deferral / active EE | $949 | $6,356-85.1% | $5,568-83.0% | $6,341-85.0% |
| Admin fee / account holder | $243 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |