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 | $15,925 | $57,354-72.2% | $83,848-81.0% | $64,186-75.2% |
| Participation rate | 73.1% | 68.6%+4.5pp | 76.1%-3.1pp | 69.6%+3.5pp |
| Annual return | -7.51% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $835 | $2,993-72.1% | $4,082-79.6% | $3,470-75.9% |
| Admin fee / account holder | $206 | $4,046-94.9% | $5,478-96.2% | $4,888-95.8% |