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 | $3,512 | $102,966-96.6% | $90,281-96.1% | $152,861-97.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.02% | 95.16%-72.1pp | 78.10%-55.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $365 | $3,139-88.4% | $2,854-87.2% | $4,762-92.3% |
| Participant deferral / active EE | $561 | $4,281-86.9% | $3,885-85.6% | $5,850-90.4% |
| Admin fee / account holder | $13 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |