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 | $27,753 | $202,318-86.3% | $172,739-83.9% | $152,861-81.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.18% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,500 | $5,856-74.4% | $5,143-70.8% | $4,762-68.5% |
| Participant deferral / active EE | $1,592 | $5,948-73.2% | $5,198-69.4% | $5,850-72.8% |
| Admin fee / account holder | $2 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |