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 | $7,607 | $114,381-93.3% | $107,525-92.9% | $142,382-94.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 21.74% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,259 | $4,015-68.6% | $3,754-66.5% | $4,299-70.7% |
| Participant deferral / active EE | $1,494 | $5,564-73.2% | $5,116-70.8% | $6,507-77.0% |
| Admin fee / account holder | $182 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |