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 5-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 | $11,278 | $159,602-92.9% | $150,045-92.5% | $142,382-92.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.14% | 70.24%-47.1pp | 62.55%-39.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,754 | $4,961-64.6% | $4,693-62.6% | $4,299-59.2% |
| Participant deferral / active EE | $2,167 | $8,310-73.9% | $7,997-72.9% | $6,507-66.7% |
| Admin fee / account holder | $111 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |