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 | $2,975 | $167,484-98.2% | $151,611-98.0% | $134,475-97.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,509 | $6,829-77.9% | $6,166-75.5% | $4,740-68.2% |
| Participant deferral / active EE | $1,509 | $8,986-83.2% | $8,363-82.0% | $6,400-76.4% |
| Admin fee / account holder | $17 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |