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 3-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 | $19,936 | $201,272-90.1% | $184,203-89.2% | $145,922-86.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.58% | 29.00%-11.4pp | 28.81%-11.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,010 | $7,022-71.4% | $6,427-68.7% | $4,660-56.9% |
| Participant deferral / active EE | $1,675 | $9,806-82.9% | $9,131-81.7% | $6,688-75.0% |
| Admin fee / account holder | $72 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |