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 4-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 | $17,017 | $185,822-90.8% | $169,993-90.0% | $139,434-87.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.32% | 60.50%-27.2pp | 53.37%-20.1pp | 372.94%-339.6pp |
| Employer contribution / active EE | $4,912 | $7,590-35.3% | $6,785-27.6% | $4,751+3.4% |
| Participant deferral / active EE | $2,800 | $11,622-75.9% | $10,408-73.1% | $6,710-58.3% |
| Admin fee / account holder | $13 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |