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 6-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 | $1,374 | $95,416-98.6% | $185,823-99.3% | $85,850-98.4% |
| Participation rate | 87.2% | 68.8%+18.4pp | 81.7%+5.5pp | 69.3%+17.9pp |
| Annual return | 20.86% | 23.59%-2.7pp | 122.05%-101.2pp | 318.53%-297.7pp |
| Employer contribution / active EE | $647 | $3,314-80.5% | $5,167-87.5% | $2,565-74.8% |
| Participant deferral / active EE | $848 | $3,423-75.2% | $5,568-84.8% | $3,952-78.5% |
| Admin fee / account holder | $46 | $7,213-99.4% | $16,237-99.7% | $6,260-99.3% |