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 | $2,549 | $99,032-97.4% | $80,019-96.8% | $135,375-98.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,915 | $3,043-37.1% | $2,468-22.4% | $4,779-59.9% |
| Participant deferral / active EE | $886 | $4,282-79.3% | $3,686-76.0% | $5,609-84.2% |
| Admin fee / account holder | $89 | $10,436-99.1% | $6,521-98.6% | $10,827-99.2% |