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 | $7,149 | $114,381-93.8% | $107,525-93.4% | $142,382-95.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 21.69% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,203 | $4,015-70.0% | $3,754-68.0% | $4,299-72.0% |
| Participant deferral / active EE | $1,307 | $5,564-76.5% | $5,116-74.5% | $6,507-79.9% |
| Admin fee / account holder | $93 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |