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 10-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 | $8,574 | $171,865-95.0% | $149,718-94.3% | $147,584-94.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.62% | 2113.22%-2088.6pp | 1501.63%-1477.0pp | 578.55%-553.9pp |
| Employer contribution / active EE | $1,861 | $6,275-70.3% | $5,445-65.8% | $4,876-61.8% |
| Participant deferral / active EE | $2,341 | $7,271-67.8% | $6,569-64.4% | $5,439-56.9% |
| Admin fee / account holder | $61 | $13,799-99.6% | $11,283-99.5% | $10,885-99.4% |