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 7-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 | $1,946 | $93,024-97.9% | $77,024-97.5% | $134,475-98.6% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -10.60% | 62.60%-73.2pp | 42.32%-52.9pp | 417.96%-428.6pp |
| Employer contribution / active EE | $681 | $3,418-80.1% | $2,812-75.8% | $4,740-85.6% |
| Participant deferral / active EE | $795 | $5,238-84.8% | $4,426-82.0% | $6,400-87.6% |
| Admin fee / account holder | $218 | $6,944-96.9% | $5,425-96.0% | $11,426-98.1% |