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 8-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 | $5,111 | $183,963-97.2% | $162,163-96.8% | $152,861-96.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 43.08% | 150.76%-107.7pp | 115.59%-72.5pp | 345.32%-302.2pp |
| Employer contribution / active EE | $1,714 | $6,371-73.1% | $5,614-69.5% | $4,762-64.0% |
| Participant deferral / active EE | $1,714 | $8,034-78.7% | $7,298-76.5% | $5,850-70.7% |
| Admin fee / account holder | $37 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |