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 9-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 | $6,999 | $112,881-93.8% | $90,951-92.3% | $158,922-95.6% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 18.16% | 215.79%-197.6pp | 134.60%-116.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $436 | $2,893-84.9% | $2,122-79.5% | $4,761-90.8% |
| Participant deferral / active EE | $904 | $4,128-78.1% | $3,373-73.2% | $5,982-84.9% |
| Admin fee / account holder | $54 | $8,041-99.3% | $5,959-99.1% | $11,246-99.5% |