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 10-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 | $23,198 | $171,865-86.5% | $149,718-84.5% | $147,584-84.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.93% | 2113.22%-2098.3pp | 1501.63%-1486.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,041 | $6,275-67.5% | $5,445-62.5% | $4,876-58.1% |
| Participant deferral / active EE | $1,020 | $7,271-86.0% | $6,569-84.5% | $5,439-81.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |