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 | $6,148 | $175,202-96.5% | $149,673-95.9% | $139,434-95.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.76% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,223 | $5,474-77.7% | $4,818-74.6% | $4,751-74.2% |
| Participant deferral / active EE | $1,223 | $6,519-81.2% | $5,680-78.5% | $6,710-81.8% |
| Admin fee / account holder | $118 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |