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 | $1,015 | $96,305-98.9% | $80,569-98.7% | $139,434-99.3% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 31.08% | 1350.08%-1319.0pp | 935.43%-904.3pp | 372.94%-341.9pp |
| Employer contribution / active EE | $635 | $3,262-80.5% | $2,723-76.7% | $4,751-86.6% |
| Participant deferral / active EE | $705 | $5,232-86.5% | $4,447-84.1% | $6,710-89.5% |
| Admin fee / account holder | $85 | $6,599-98.7% | $5,377-98.4% | $11,403-99.3% |