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 | $9,521 | $167,307-94.3% | $143,757-93.4% | $134,475-92.9% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -7.60% | 0.46%-8.1pp | -0.04%-7.6pp | 417.96%-425.6pp |
| Employer contribution / active EE | $2,609 | $5,619-53.6% | $4,951-47.3% | $4,740-44.9% |
| Participant deferral / active EE | $746 | $6,446-88.4% | $5,637-86.8% | $6,400-88.3% |
| Admin fee / account holder | $238 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |