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 | $684 | $63,861-98.9% | $104,607-99.3% | $79,858-99.1% |
| Participation rate | 92.6% | 64.9%+27.7pp | 74.1%+18.5pp | 69.6%+23.0pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.46%-340.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $268 | $1,588-83.1% | $2,681-90.0% | $2,471-89.2% |
| Participant deferral / active EE | $338 | $2,693-87.4% | $3,740-91.0% | $3,740-91.0% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,473-100.0% | $5,306-100.0% |