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 8-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 | $13,474 | $159,602-91.6% | $150,045-91.0% | $142,382-90.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.07% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $903 | $4,961-81.8% | $4,693-80.8% | $4,299-79.0% |
| Participant deferral / active EE | $1,480 | $8,310-82.2% | $7,997-81.5% | $6,507-77.3% |
| Admin fee / account holder | $149 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |