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 | $1,717 | $68,097-97.5% | $62,929-97.3% | $137,256-98.7% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 36.84% | 1859.11%-1822.3pp | 1063.93%-1027.1pp | 220.34%-183.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $698 | $4,553-84.7% | $3,888-82.1% | $6,407-89.1% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |