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 | $3,082 | $183,519-98.3% | $155,509-98.0% | $145,922-97.9% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 31.10% | 61.17%-30.1pp | 64.67%-33.6pp | 561.29%-530.2pp |
| Employer contribution / active EE | $1,128 | $5,313-78.8% | $4,672-75.9% | $4,660-75.8% |
| Participant deferral / active EE | $1,709 | $6,462-73.6% | $5,626-69.6% | $6,688-74.4% |
| Admin fee / account holder | $14 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |