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 4-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 | $1,990 | $53,516-96.3% | $126,539-98.4% | $84,808-97.7% |
| Participation rate | 95.7% | 58.2%+37.4pp | 69.8%+25.8pp | 68.3%+27.3pp |
| Annual return | 33.78% | 58.34%-24.6pp | 425.95%-392.2pp | 40.90%-7.1pp |
| Employer contribution / active EE | $651 | $1,535-57.6% | $3,674-82.3% | $2,631-75.3% |
| Participant deferral / active EE | $661 | $2,671-75.2% | $4,083-83.8% | $4,212-84.3% |
| Admin fee / account holder | $92 | $4,497-98.0% | $6,065-98.5% | $7,344-98.7% |