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 4-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 | $911 | $90,600-99.0% | $79,464-98.9% | $135,375-99.3% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $300 | $3,068-90.2% | $2,800-89.3% | $4,779-93.7% |
| Participant deferral / active EE | $407 | $4,050-90.0% | $3,704-89.0% | $5,609-92.7% |
| Admin fee / account holder | $20 | $5,907-99.7% | $5,113-99.6% | $10,827-99.8% |