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 | $3,909 | $87,166-95.5% | $76,735-94.9% | $137,256-97.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.55% | 26.50%-12.9pp | 29.77%-16.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $531 | $2,904-81.7% | $2,454-78.4% | $4,156-87.2% |
| Participant deferral / active EE | $797 | $4,726-83.1% | $4,088-80.5% | $6,407-87.6% |
| Admin fee / account holder | $185 | $8,403-97.8% | $7,189-97.4% | $12,270-98.5% |