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 | $6,610 | $98,884-93.3% | $78,689-91.6% | - |
| Participation rate | 94.9% | 62.0%+33.0pp | 73.6%+21.4pp | - |
| Annual return | 0.00% | 0.47%-0.5pp | 62.18%-62.2pp | - |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,851-100.0% | - |
| Participant deferral / active EE | $5,239 | $2,278+130.0% | $3,517+49.0% | - |
| Admin fee / account holder | $2 | $10,143-100.0% | $4,510-100.0% | - |