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 | $14,944 | $211,958-92.9% | $169,463-91.2% | $135,375-89.0% |
| Participation rate | 72.7% | 82.6%-9.9pp | 77.8%-5.1pp | 82.6%-9.9pp |
| Annual return | -0.98% | 3.26%-4.2pp | 1.83%-2.8pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,822 | $5,120-64.4% | $4,159-56.2% | $4,779-61.9% |
| Participant deferral / active EE | $815 | $6,075-86.6% | $5,277-84.6% | $5,609-85.5% |
| Admin fee / account holder | $76 | $11,471-99.3% | $9,109-99.2% | $10,827-99.3% |