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 | $3,364 | $105,859-96.8% | $90,160-96.3% | $147,584-97.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 44.30% | 37.63%+6.7pp | 34.88%+9.4pp | 578.55%-534.3pp |
| Employer contribution / active EE | $1,252 | $4,126-69.7% | $3,318-62.3% | $4,876-74.3% |
| Participant deferral / active EE | $1,252 | $5,733-78.2% | $5,288-76.3% | $5,439-77.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |