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 | $9,443 | $124,425-92.4% | $112,040-91.6% | $137,256-93.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.97% | 24.72%-2.7pp | 24.52%-2.5pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,253 | $3,411-63.3% | $2,954-57.6% | $4,156-69.9% |
| Participant deferral / active EE | $1,554 | $5,718-72.8% | $5,098-69.5% | $6,407-75.7% |
| Admin fee / account holder | $90 | $15,207-99.4% | $12,098-99.3% | $12,270-99.3% |