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 | $7,036 | $148,534-95.3% | $135,903-94.8% | $139,434-95.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 162.11% | 79.19%+82.9pp | 68.23%+93.9pp | 372.94%-210.8pp |
| Employer contribution / active EE | $1,019 | $5,243-80.6% | $4,856-79.0% | $4,751-78.6% |
| Participant deferral / active EE | $2,016 | $8,100-75.1% | $7,758-74.0% | $6,710-70.0% |
| Admin fee / account holder | $269 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |