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 | $6,997 | $53,822-87.0% | $75,696-90.8% | $85,850-91.8% |
| Participation rate | 88.9% | 69.1%+19.8pp | 74.8%+14.1pp | 69.3%+19.6pp |
| Annual return | 13.68% | 24.54%-10.9pp | 104.53%-90.8pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $709 | $2,895-75.5% | $3,821-81.5% | $3,952-82.1% |
| Admin fee / account holder | $10 | $3,343-99.7% | $3,619-99.7% | $6,260-99.8% |