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 10-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 | $23,704 | $67,606-64.9% | $82,313-71.2% | $70,131-66.2% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.9%+16.6pp | 69.5%+23.9pp |
| Annual return | 13.52% | 21.57%-8.0pp | 25.88%-12.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,957 | $1,755+11.5% | $2,428-19.4% | $2,342-16.5% |
| Participant deferral / active EE | $996 | $2,987-66.7% | $3,706-73.1% | $3,332-70.1% |
| Admin fee / account holder | $131 | $4,512-97.1% | $5,608-97.7% | $4,645-97.2% |