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 | $7,535 | $75,828-90.1% | $147,614-94.9% | $59,632-87.4% |
| Participation rate | 94.6% | 71.6%+23.0pp | 84.6%+9.9pp | 68.7%+25.9pp |
| Annual return | -1.64% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $927 | $3,485-73.4% | $5,564-83.3% | $2,203-57.9% |
| Participant deferral / active EE | $351 | $3,130-88.8% | $4,895-92.8% | $3,192-89.0% |
| Admin fee / account holder | $81 | $5,985-98.6% | $11,611-99.3% | $4,297-98.1% |