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 3-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 | $3,514 | $107,452-96.7% | $91,541-96.2% | $142,382-97.5% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 21.51% | 22.06%-0.5pp | 20.50%+1.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $248 | $2,994-91.7% | $2,505-90.1% | $4,299-94.2% |
| Participant deferral / active EE | $713 | $4,754-85.0% | $4,008-82.2% | $6,507-89.0% |
| Admin fee / account holder | $18 | $8,834-99.8% | $6,956-99.7% | $12,624-99.9% |