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 9-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 | $19,330 | $171,865-88.8% | $149,718-87.1% | $147,584-86.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.12% | 2113.22%-2100.1pp | 1501.63%-1488.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,342 | $6,275-62.7% | $5,445-57.0% | $4,876-52.0% |
| Participant deferral / active EE | $1,064 | $7,271-85.4% | $6,569-83.8% | $5,439-80.4% |
| Admin fee / account holder | $277 | $13,799-98.0% | $11,283-97.5% | $10,885-97.5% |