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 6-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 | $1,951 | $104,664-98.1% | $85,682-97.7% | $167,490-98.8% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 25.94% | 21.45%+4.5pp | 21.49%+4.4pp | 478.56%-452.6pp |
| Employer contribution / active EE | $508 | $3,337-84.8% | $2,618-80.6% | $4,837-89.5% |
| Participant deferral / active EE | $607 | $4,824-87.4% | $3,923-84.5% | $6,341-90.4% |
| Admin fee / account holder | $2 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |