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 | $2,572 | $159,901-98.4% | $146,958-98.3% | $145,922-98.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 24.20% | 98.13%-73.9pp | 418.34%-394.1pp | 561.29%-537.1pp |
| Employer contribution / active EE | $1,532 | $5,286-71.0% | $4,933-68.9% | $4,660-67.1% |
| Participant deferral / active EE | $2,401 | $8,428-71.5% | $8,070-70.2% | $6,688-64.1% |
| Admin fee / account holder | $173 | $15,044-98.8% | $12,998-98.7% | $13,397-98.7% |