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 | $1,376 | $88,751-98.5% | $81,812-98.3% | $145,922-99.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 14.79% | 1025.40%-1010.6pp | 773.79%-759.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $87 | $4,643-98.1% | $4,319-98.0% | $6,688-98.7% |
| Admin fee / account holder | $6 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |