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 | $2,454 | $172,111-98.6% | $150,298-98.4% | $137,256-98.2% |
| Participation rate | 78.6% | 81.7%-3.1pp | 77.8%+0.8pp | 80.0%-1.4pp |
| Annual return | 24.51% | 69.37%-44.9pp | 62.79%-38.3pp | 220.34%-195.8pp |
| Employer contribution / active EE | $836 | $4,636-82.0% | $4,154-79.9% | $4,156-79.9% |
| Participant deferral / active EE | $905 | $6,166-85.3% | $5,453-83.4% | $6,407-85.9% |
| Admin fee / account holder | $47 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |