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 | $17,233 | $198,466-91.3% | $170,442-89.9% | $147,584-88.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.69% | 257.29%-246.6pp | 205.93%-195.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,539 | $6,184-75.1% | $5,433-71.7% | $4,876-68.4% |
| Participant deferral / active EE | $415 | $5,629-92.6% | $4,939-91.6% | $5,439-92.4% |
| Admin fee / account holder | $150 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |