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 | $1,977 | $47,479-95.8% | $62,929-96.9% | $82,448-97.6% |
| Participation rate | 97.9% | 66.9%+31.0pp | 73.1%+24.8pp | 68.1%+29.8pp |
| Annual return | 22.98% | 20.34%+2.6pp | 1063.93%-1040.9pp | 41.64%-18.7pp |
| Employer contribution / active EE | $386 | $1,885-79.5% | $2,505-84.6% | $2,551-84.9% |
| Participant deferral / active EE | $494 | $2,870-82.8% | $3,888-87.3% | $4,139-88.1% |
| Admin fee / account holder | $43 | $3,804-98.9% | $5,065-99.1% | $7,234-99.4% |