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 | $11,178 | $131,829-91.5% | $108,579-89.7% | $273,961-95.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.47% | -91.57%+102.0pp | -51.70%+62.2pp | 41.45%-31.0pp |
| Employer contribution / active EE | $931 | $4,912-81.0% | $3,758-75.2% | $4,869-80.9% |
| Participant deferral / active EE | $1,106 | $5,127-78.4% | $4,311-74.4% | $5,287-79.1% |
| Admin fee / account holder | $298 | $10,252-97.1% | $7,645-96.1% | $10,132-97.1% |