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 6-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 | $1,501 | $133,958-98.9% | $112,228-98.7% | $134,475-98.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.35% | 47.11%-49.5pp | 27.45%-29.8pp | 417.96%-420.3pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $44 | $5,291-99.2% | $4,728-99.1% | $6,400-99.3% |
| Admin fee / account holder | $260 | $7,489-96.5% | $6,410-95.9% | $11,426-97.7% |