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 | $3,335 | $95,266-96.5% | $82,389-96.0% | $142,382-97.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 31.23% | 25.74%+5.5pp | 28.67%+2.6pp | 217.08%-185.8pp |
| Employer contribution / active EE | $675 | $2,991-77.4% | $2,517-73.2% | $4,299-84.3% |
| Participant deferral / active EE | $765 | $4,809-84.1% | $4,155-81.6% | $6,507-88.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |