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 | $2,193 | $76,407-97.1% | $150,298-98.5% | $82,448-97.3% |
| Participation rate | 90.9% | 66.4%+24.5pp | 77.8%+13.1pp | 68.1%+22.8pp |
| Annual return | 23.57% | 39.99%-16.4pp | 62.79%-39.2pp | 41.64%-18.1pp |
| Employer contribution / active EE | $634 | $2,614-75.7% | $4,154-84.7% | $2,551-75.1% |
| Participant deferral / active EE | $761 | $3,214-76.3% | $5,453-86.0% | $4,139-81.6% |
| Admin fee / account holder | $110 | $6,352-98.3% | $14,116-99.2% | $7,234-98.5% |