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 8-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 | $2,060 | $63,346-96.7% | $92,233-97.8% | $70,131-97.1% |
| Participation rate | 94.7% | 68.7%+26.1pp | 76.5%+18.3pp | 69.5%+25.2pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $907 | $2,471-63.3% | $3,679-75.3% | $2,342-61.3% |
| Participant deferral / active EE | $1,133 | $2,854-60.3% | $3,897-70.9% | $3,332-66.0% |
| Admin fee / account holder | $27 | $3,840-99.3% | $5,194-99.5% | $4,645-99.4% |