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 | $3,366 | $99,957-96.6% | $149,696-97.8% | $73,488-95.4% |
| Participation rate | 96.4% | 75.7%+20.7pp | 82.5%+13.9pp | 70.7%+25.7pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,173 | $3,191-63.2% | $4,644-74.7% | $2,270-48.3% |
| Participant deferral / active EE | $1,737 | $6,073-71.4% | $6,842-74.6% | $3,740-53.6% |
| Admin fee / account holder | $96 | $551-82.6% | $9,309-99.0% | $513-81.3% |