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 | $4,056 | $67,606-94.0% | $82,313-95.1% | $70,131-94.2% |
| Participation rate | 80.9% | 72.8%+8.1pp | 76.9%+4.0pp | 69.5%+11.3pp |
| Annual return | 23.61% | 21.57%+2.0pp | 25.88%-2.3pp | 73.14%-49.5pp |
| Employer contribution / active EE | $639 | $1,755-63.6% | $2,428-73.7% | $2,342-72.7% |
| Participant deferral / active EE | $1,236 | $2,987-58.6% | $3,706-66.6% | $3,332-62.9% |
| Admin fee / account holder | $241 | $4,512-94.7% | $5,608-95.7% | $4,645-94.8% |