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 | $1,056 | $90,503-98.8% | $78,689-98.7% | $273,961-99.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 15.39% | 75.60%-60.2pp | 62.18%-46.8pp | 41.45%-26.1pp |
| Employer contribution / active EE | $214 | $3,176-93.3% | $2,851-92.5% | $4,869-95.6% |
| Participant deferral / active EE | $428 | $3,901-89.0% | $3,517-87.8% | $5,287-91.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |