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 5-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 | $1,543 | $84,696-98.2% | $75,696-98.0% | $167,490-99.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 199.36%-199.4pp | 104.53%-104.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $666 | $3,230-79.4% | $2,743-75.7% | $4,837-86.2% |
| Participant deferral / active EE | $833 | $4,580-81.8% | $3,821-78.2% | $6,341-86.9% |
| Admin fee / account holder | $2 | $5,355-100.0% | $3,619-99.9% | $12,309-100.0% |