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 3-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 | $2,433 | $93,571-97.4% | $135,903-98.2% | $75,163-96.8% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,541 | $3,537-56.4% | $4,856-68.3% | $2,670-42.3% |
| Participant deferral / active EE | $1,130 | $6,404-82.4% | $7,758-85.4% | $4,125-72.6% |
| Admin fee / account holder | $37 | $6,975-99.5% | $10,762-99.7% | $5,651-99.3% |