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 | $14,264 | $154,117-90.7% | $129,995-89.0% | $139,434-89.8% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 10.24% | 32.48%-22.2pp | -137.18%+147.4pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,438 | $5,289-72.8% | $4,320-66.7% | $4,751-69.7% |
| Participant deferral / active EE | $914 | $6,710-86.4% | $5,820-84.3% | $6,710-86.4% |
| Admin fee / account holder | $111 | $14,007-99.2% | $10,614-99.0% | $11,403-99.0% |