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 | $1,231 | $96,956-98.7% | $70,014-98.2% | $273,961-99.6% |
| Participation rate | 92.9% | 77.1%+15.8pp | 71.8%+21.0pp | 83.0%+9.8pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $525 | $3,316-84.2% | $2,338-77.5% | $4,869-89.2% |
| Participant deferral / active EE | $611 | $3,744-83.7% | $2,931-79.2% | $5,287-88.4% |
| Admin fee / account holder | $14 | $7,934-99.8% | $4,380-99.7% | $10,132-99.9% |