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 | $4,133 | $159,602-97.4% | $150,045-97.2% | $142,382-97.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 35.92% | 70.24%-34.3pp | 62.55%-26.6pp | 217.08%-181.2pp |
| Employer contribution / active EE | $1,070 | $4,961-78.4% | $4,693-77.2% | $4,299-75.1% |
| Participant deferral / active EE | $1,626 | $8,310-80.4% | $7,997-79.7% | $6,507-75.0% |
| Admin fee / account holder | $8 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |