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 | $2,468 | $171,865-98.6% | $149,718-98.4% | $147,584-98.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 57.33% | 2113.22%-2055.9pp | 1501.63%-1444.3pp | 578.55%-521.2pp |
| Employer contribution / active EE | $1,351 | $6,275-78.5% | $5,445-75.2% | $4,876-72.3% |
| Participant deferral / active EE | $1,958 | $7,271-73.1% | $6,569-70.2% | $5,439-64.0% |
| Admin fee / account holder | $245 | $13,799-98.2% | $11,283-97.8% | $10,885-97.7% |