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 | $497 | $27,915-98.2% | $58,482-99.2% | $75,163-99.3% |
| Participation rate | 73.3% | 38.8%+34.5pp | 50.9%+22.5pp | 67.2%+6.1pp |
| Annual return | 38.56% | 44.20%-5.6pp | 4239.32%-4200.8pp | 160.62%-122.1pp |
| Employer contribution / active EE | $113 | $669-83.1% | $1,053-89.3% | $2,670-95.8% |
| Participant deferral / active EE | $133 | $1,201-89.0% | $1,924-93.1% | $4,125-96.8% |
| Admin fee / account holder | $15 | $1,726-99.1% | $2,516-99.4% | $5,651-99.7% |