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 | $18,733 | $54,380-65.6% | $68,509-72.7% | $59,632-68.6% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 2.25% | 2.83%-0.6pp | 8.27%-6.0pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $514 | $1,539-66.6% | $2,278-77.4% | $2,203-76.7% |
| Participant deferral / active EE | $600 | $2,643-77.3% | $3,382-82.2% | $3,192-81.2% |
| Admin fee / account holder | $122 | $3,885-96.9% | $5,275-97.7% | $4,297-97.2% |