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 10-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 | $10,436 | $54,762-80.9% | $90,281-88.4% | $72,985-85.7% |
| Participation rate | 73.5% | 65.1%+8.4pp | 73.3%+0.3pp | 69.5%+4.0pp |
| Annual return | 25.11% | 30.63%-5.5pp | 78.10%-53.0pp | 81.00%-55.9pp |
| Employer contribution / active EE | $871 | $2,092-58.4% | $2,854-69.5% | $2,440-64.3% |
| Participant deferral / active EE | $627 | $2,887-78.3% | $3,885-83.9% | $3,607-82.6% |
| Admin fee / account holder | $71 | $3,972-98.2% | $5,351-98.7% | $5,124-98.6% |