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 | $5,931 | $102,966-94.2% | $90,281-93.4% | $152,861-96.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.58% | 95.16%-76.6pp | 78.10%-59.5pp | 345.32%-326.7pp |
| Employer contribution / active EE | $752 | $3,139-76.0% | $2,854-73.7% | $4,762-84.2% |
| Participant deferral / active EE | $752 | $4,281-82.4% | $3,885-80.6% | $5,850-87.1% |
| Admin fee / account holder | $49 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |