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 | $23,485 | $152,587-84.6% | $125,175-81.2% | $152,861-84.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.22% | 54.84%-35.6pp | 43.79%-24.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,622 | $4,946-47.0% | $3,865-32.2% | $4,762-44.9% |
| Participant deferral / active EE | $795 | $5,868-86.5% | $4,937-83.9% | $5,850-86.4% |
| Admin fee / account holder | $160 | $13,434-98.8% | $9,702-98.4% | $11,596-98.6% |