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 5-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 | $2,110 | $124,281-98.3% | $109,143-98.1% | $167,490-98.7% |
| Participation rate | 78.9% | 79.4%-0.5pp | 75.9%+3.1pp | 82.1%-3.2pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $785 | $4,207-81.3% | $3,722-78.9% | $4,837-83.8% |
| Participant deferral / active EE | $866 | $5,255-83.5% | $4,653-81.4% | $6,341-86.3% |
| Admin fee / account holder | $11 | $7,970-99.9% | $6,752-99.8% | $12,309-99.9% |