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 | $4,123 | $171,865-97.6% | $149,718-97.2% | $147,584-97.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,552 | $6,275-75.3% | $5,445-71.5% | $4,876-68.2% |
| Participant deferral / active EE | $1,933 | $7,271-73.4% | $6,569-70.6% | $5,439-64.5% |
| Admin fee / account holder | $189 | $13,799-98.6% | $11,283-98.3% | $10,885-98.3% |