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 | $3,879 | $56,053-93.1% | $75,972-94.9% | $80,856-95.2% |
| Participation rate | 89.7% | 62.0%+27.6pp | 69.1%+20.6pp | 67.6%+22.0pp |
| Annual return | 12.68% | 20.53%-7.9pp | 359.55%-346.9pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,649 | $1,874+41.3% | $2,685-1.3% | $2,755-3.9% |
| Participant deferral / active EE | $218 | $3,052-92.9% | $4,255-94.9% | $4,296-94.9% |
| Admin fee / account holder | $66 | $5,234-98.7% | $6,467-99.0% | $6,918-99.0% |