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 | $944 | $102,604-99.1% | $86,188-98.9% | $139,434-99.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 55.54% | 1922.51%-1867.0pp | 1168.45%-1112.9pp | 372.94%-317.4pp |
| Employer contribution / active EE | $816 | $3,032-73.1% | $2,380-65.7% | $4,751-82.8% |
| Participant deferral / active EE | $749 | $4,676-84.0% | $3,985-81.2% | $6,710-88.8% |
| Admin fee / account holder | $88 | $8,657-99.0% | $6,852-98.7% | $11,403-99.2% |