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 | $12,130 | $97,044-87.5% | $83,333-85.4% | $135,375-91.0% |
| Participation rate | 78.3% | 80.4%-2.2pp | 77.8%+0.5pp | 82.6%-4.4pp |
| Annual return | -3.73% | 12.31%-16.0pp | 10.63%-14.4pp | 519.73%-523.5pp |
| Employer contribution / active EE | $687 | $4,143-83.4% | $3,379-79.7% | $4,779-85.6% |
| Participant deferral / active EE | $864 | $5,964-85.5% | $5,565-84.5% | $5,609-84.6% |
| Admin fee / account holder | $161 | $8,380-98.1% | $7,510-97.9% | $10,827-98.5% |