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 8-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 | $1,095 | $211,958-99.5% | $169,463-99.4% | $135,375-99.2% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $911 | $5,120-82.2% | $4,159-78.1% | $4,779-80.9% |
| Participant deferral / active EE | $911 | $6,075-85.0% | $5,277-82.7% | $5,609-83.8% |
| Admin fee / account holder | $298 | $11,471-97.4% | $9,109-96.7% | $10,827-97.3% |