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 | $11,758 | $56,357-79.1% | $104,294-88.7% | $68,494-82.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -2.32% | -9.19%+6.9pp | 24.61%-26.9pp | -7.84%+5.5pp |
| Employer contribution / active EE | $2,413 | $1,960+23.1% | $3,372-28.4% | $2,596-7.1% |
| Participant deferral / active EE | $970 | $3,077-68.5% | $4,625-79.0% | $4,027-75.9% |
| Admin fee / account holder | $266 | $4,903-94.6% | $7,339-96.4% | $5,403-95.1% |