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 | $3,968 | $176,056-97.7% | $159,436-97.5% | $167,490-97.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.88% | 331.75%-304.9pp | 263.57%-236.7pp | 478.56%-451.7pp |
| Employer contribution / active EE | $1,304 | $5,297-75.4% | $4,829-73.0% | $4,837-73.1% |
| Participant deferral / active EE | $1,679 | $7,750-78.3% | $7,352-77.2% | $6,341-73.5% |
| Admin fee / account holder | $12 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |