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 | $3,330 | $93,571-96.4% | $135,903-97.5% | $75,163-95.6% |
| Participation rate | 80.6% | 75.2%+5.5pp | 81.9%-1.3pp | 67.2%+13.5pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,087 | $3,537-69.3% | $4,856-77.6% | $2,670-59.3% |
| Participant deferral / active EE | $1,501 | $6,404-76.6% | $7,758-80.7% | $4,125-63.6% |
| Admin fee / account holder | $130 | $6,975-98.1% | $10,762-98.8% | $5,651-97.7% |