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 6-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 | $4,252 | $138,044-96.9% | $125,339-96.6% | $134,475-96.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.62% | 750.33%-762.9pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,089 | $5,243-79.2% | $4,814-77.4% | $4,740-77.0% |
| Participant deferral / active EE | $1,744 | $7,799-77.6% | $7,446-76.6% | $6,400-72.8% |
| Admin fee / account holder | $27 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |