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 | $1,354 | $81,632-98.3% | $70,449-98.1% | $158,922-99.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 116.32% | 208.40%-92.1pp | 109.03%+7.3pp | 302.83%-186.5pp |
| Employer contribution / active EE | $629 | $3,217-80.4% | $2,737-77.0% | $4,761-86.8% |
| Participant deferral / active EE | $773 | $4,554-83.0% | $3,709-79.2% | $5,982-87.1% |
| Admin fee / account holder | $10 | $6,193-99.8% | $3,845-99.7% | $11,246-99.9% |