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 6-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 | $1,350 | $228,332-99.4% | $185,823-99.3% | $158,922-99.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $696 | $4,967-86.0% | $4,087-83.0% | $4,761-85.4% |
| Participant deferral / active EE | $1,044 | $6,415-83.7% | $5,632-81.5% | $5,982-82.5% |
| Admin fee / account holder | $2 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |