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 4-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 | $4,607 | $124,425-96.3% | $112,040-95.9% | $137,256-96.6% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 18.41% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $825 | $3,411-75.8% | $2,954-72.1% | $4,156-80.1% |
| Participant deferral / active EE | $1,136 | $5,718-80.1% | $5,098-77.7% | $6,407-82.3% |
| Admin fee / account holder | $242 | $15,207-98.4% | $12,098-98.0% | $12,270-98.0% |