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 6-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 | $13,165 | $138,044-90.5% | $125,339-89.5% | $134,475-90.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 0.55% | 750.33%-749.8pp | 572.05%-571.5pp | 417.96%-417.4pp |
| Employer contribution / active EE | $1,125 | $5,243-78.5% | $4,814-76.6% | $4,740-76.3% |
| Participant deferral / active EE | $750 | $7,799-90.4% | $7,446-89.9% | $6,400-88.3% |
| Admin fee / account holder | $106 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |