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 | $11,004 | $154,228-92.9% | $145,433-92.4% | $137,256-92.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.74% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,977 | $4,804-58.9% | $4,554-56.6% | $4,156-52.4% |
| Participant deferral / active EE | $1,977 | $8,216-75.9% | $7,897-75.0% | $6,407-69.1% |
| Admin fee / account holder | $87 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |