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 | $4,544 | $90,503-95.0% | $78,689-94.2% | $273,961-98.3% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 2.87% | 75.60%-72.7pp | 62.18%-59.3pp | 41.45%-38.6pp |
| Employer contribution / active EE | $162 | $3,176-94.9% | $2,851-94.3% | $4,869-96.7% |
| Participant deferral / active EE | $445 | $3,901-88.6% | $3,517-87.3% | $5,287-91.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |