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 | $1,467 | $82,286-98.2% | $68,791-97.9% | $134,475-98.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.43% | -2.19%-17.2pp | -6.38%-13.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $484 | $3,301-85.3% | $2,655-81.8% | $4,740-89.8% |
| Participant deferral / active EE | $695 | $4,739-85.3% | $3,941-82.4% | $6,400-89.1% |
| Admin fee / account holder | $11 | $6,481-99.8% | $4,932-99.8% | $11,426-99.9% |