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 8-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 | $9,120 | $157,256-94.2% | $141,162-93.5% | $152,861-94.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 112.86% | 64.32%+48.5pp | 71.39%+41.5pp | 345.32%-232.5pp |
| Employer contribution / active EE | $5,966 | $5,261+13.4% | $4,735+26.0% | $4,762+25.3% |
| Participant deferral / active EE | $1,632 | $7,109-77.0% | $6,709-75.7% | $5,850-72.1% |
| Admin fee / account holder | $183 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |