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 | $7,223 | $183,519-96.1% | $155,509-95.4% | $145,922-95.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 18.03% | 61.17%-43.1pp | 64.67%-46.6pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,357 | $5,313-74.5% | $4,672-71.0% | $4,660-70.9% |
| Participant deferral / active EE | $1,655 | $6,462-74.4% | $5,626-70.6% | $6,688-75.3% |
| Admin fee / account holder | $16 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |