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 | $2,739 | $91,911-97.0% | $68,793-96.0% | $135,375-98.0% |
| Participation rate | 92.9% | 76.7%+16.1pp | 72.2%+20.6pp | 82.6%+10.2pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,736 | $3,924-30.3% | $2,625+4.2% | $4,779-42.7% |
| Participant deferral / active EE | $25 | $4,315-99.4% | $3,311-99.3% | $5,609-99.6% |
| Admin fee / account holder | $6 | $9,240-99.9% | $5,131-99.9% | $10,827-99.9% |