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 | $7,132 | $114,047-93.7% | $96,139-92.6% | $167,490-95.7% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 14.01% | 189.88%-175.9pp | 191.94%-177.9pp | 478.56%-464.6pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $781 | $5,194-85.0% | $4,349-82.0% | $6,341-87.7% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |