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 | $10,325 | $138,065-92.5% | $123,544-91.6% | $135,375-92.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.66% | 153.68%-161.3pp | 119.20%-126.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,412 | $5,151-72.6% | $4,628-69.5% | $4,779-70.4% |
| Participant deferral / active EE | $1,750 | $6,799-74.3% | $6,426-72.8% | $5,609-68.8% |
| Admin fee / account holder | $43 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |