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 3-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 | $1,569 | $175,202-99.1% | $149,673-99.0% | $139,434-98.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,078 | $5,474-80.3% | $4,818-77.6% | $4,751-77.3% |
| Participant deferral / active EE | $1,314 | $6,519-79.8% | $5,680-76.9% | $6,710-80.4% |
| Admin fee / account holder | $1 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |