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 8-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 | $3,996 | $91,037-95.6% | $71,671-94.4% | $147,584-97.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 700.05% | 20.48%+679.6pp | 20.65%+679.4pp | 578.55%+121.5pp |
| Employer contribution / active EE | $778 | $3,327-76.6% | $2,460-68.4% | $4,876-84.0% |
| Participant deferral / active EE | $778 | $4,498-82.7% | $3,438-77.4% | $5,439-85.7% |
| Admin fee / account holder | $58 | $8,613-99.3% | $5,558-99.0% | $10,885-99.5% |