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 | $6,322 | $99,640-93.7% | $86,436-92.7% | $134,475-95.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.80% | 6782.58%-6781.8pp | 4394.89%-4394.1pp | 417.96%-417.2pp |
| Employer contribution / active EE | $5,192 | $4,400+18.0% | $3,769+37.8% | $4,740+9.5% |
| Participant deferral / active EE | $1,710 | $7,246-76.4% | $6,952-75.4% | $6,400-73.3% |
| Admin fee / account holder | $1 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |