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 | $3,771 | $91,538-95.9% | $129,995-97.1% | $75,163-95.0% |
| Participation rate | 74.1% | 71.4%+2.6pp | 78.5%-4.4pp | 67.2%+6.9pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $936 | $2,845-67.1% | $4,320-78.3% | $2,670-64.9% |
| Participant deferral / active EE | $1,807 | $4,341-58.4% | $5,820-69.0% | $4,125-56.2% |
| Admin fee / account holder | $37 | $6,790-99.4% | $10,614-99.6% | $5,651-99.3% |