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 | $15,021 | $181,894-91.7% | $156,549-90.4% | $273,961-94.5% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 11.40% | 30.74%-19.3pp | 32.23%-20.8pp | 41.45%-30.1pp |
| Employer contribution / active EE | $7,912 | $6,248+26.6% | $5,501+43.8% | $4,869+62.5% |
| Participant deferral / active EE | $1,209 | $5,550-78.2% | $4,871-75.2% | $5,287-77.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |