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 | $24,281 | $124,881-80.6% | $209,409-88.4% | $116,875-79.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | 14.23% | 14.56%-0.3pp | 159.49%-145.3pp | 16.29%-2.1pp |
| Employer contribution / active EE | $758 | $2,588-70.7% | $5,035-85.0% | $3,288-77.0% |
| Participant deferral / active EE | $0 | $3,793-100.0% | $4,230-100.0% | $3,885-100.0% |
| Admin fee / account holder | $145 | $12,933-98.9% | $16,474-99.1% | $12,263-98.8% |