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 8-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 | $4,416 | $106,890-95.9% | $84,015-94.7% | $152,861-97.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 31.87% | 104.99%-73.1pp | 71.31%-39.4pp | 345.32%-313.4pp |
| Employer contribution / active EE | $3,046 | $2,734+11.4% | $1,983+53.6% | $4,762-36.0% |
| Participant deferral / active EE | $301 | $4,011-92.5% | $3,239-90.7% | $5,850-94.9% |
| Admin fee / account holder | $48 | $8,285-99.4% | $6,101-99.2% | $11,596-99.6% |