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 | $9,681 | $171,865-94.4% | $149,718-93.5% | $147,584-93.4% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 34.32% | 2113.22%-2078.9pp | 1501.63%-1467.3pp | 578.55%-544.2pp |
| Employer contribution / active EE | $1,459 | $6,275-76.7% | $5,445-73.2% | $4,876-70.1% |
| Participant deferral / active EE | $2,471 | $7,271-66.0% | $6,569-62.4% | $5,439-54.6% |
| Admin fee / account holder | $57 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |